SPWYX Mutual Fund

SPWYX Mutual Fund

NAV$17.37
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Returns Overview

1 Month
-5.87%
3 Months
+1.52%
6 Months
+7.27%
YTD
+11.35%
1 Year
+18.70%
3 Years (annualized)
+14.11%
5 Years (annualized)
+4.53%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPWYX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.35%
Peer Avg (YTD)
+9.41%
vs Peers
+1.94%

SPWYX Mutual Fund Performance

SPWYX performance across multiple time periods: 1-month -5.87%, YTD 11.35%, 1-year 18.70%, 3-year 14.11%, 5-year 4.53%, 10-year 11.53%.

SPWYX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

SPWYX vs another fund shows side-by-side returns. SPWYX alternatives are available in the Mutual Fund Screener.