STWTX Mutual Fund

STWTX Mutual Fund

NAV$9.39
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Returns Overview

1 Month
+0.10%
3 Months
-0.91%
6 Months
-1.98%
YTD
+0.14%
1 Year
+5.00%
3 Years (annualized)
+3.18%
5 Years (annualized)
+0.39%
10 Years (annualized)
+1.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STWTX 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
PROUpgrade to run
🏦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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.14%
Peer Avg (YTD)
+0.15%
vs Peers
-0.01%

STWTX Mutual Fund Performance

STWTX performance across multiple time periods: 1-month 0.10%, YTD 0.14%, 1-year 5.00%, 3-year 3.18%, 5-year 0.39%, 10-year 1.73%.

STWTX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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