SPWYX Mutual Fund

NAV$17.72
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Returns Overview

1 Month
+3.32%
3 Months
+20.96%
6 Months
+18.29%
YTD
+16.35%
1 Year
+28.37%
3 Years (annualized)
+17.31%
5 Years (annualized)
+6.07%
10 Years (annualized)
+12.79%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+16.35%
Peer Avg (YTD)
+9.51%
vs Peers
+6.84%

SPWYX Mutual Fund Performance

SPWYX performance across multiple time periods: 1-month 3.32%, YTD 16.35%, 1-year 28.37%, 3-year 17.31%, 5-year 6.07%, 10-year 12.79%.

SPWYX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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