SPWYX Mutual Fund

SPWYX Mutual Fund

NAV$16.98
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Returns Overview

1 Month
+3.84%
3 Months
+0.99%
6 Months
+11.89%
YTD
+15.62%
1 Year
+18.17%
3 Years (annualized)
+16.53%
5 Years (annualized)
+5.03%
10 Years (annualized)
+11.96%

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)
+15.62%
Peer Avg (YTD)
+11.21%
vs Peers
+4.41%

SPWYX Mutual Fund Performance

SPWYX performance across multiple time periods: 1-month 3.84%, YTD 15.62%, 1-year 18.17%, 3-year 16.53%, 5-year 5.03%, 10-year 11.96%.

SPWYX returns outperform the peer average of 11.21% 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.