STWTX Mutual Fund

STWTX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
-1.61%
3 Months
-0.62%
6 Months
-0.20%
YTD
+0.04%
1 Year
+6.01%
3 Years (annualized)
+2.67%
5 Years (annualized)
+0.33%
10 Years (annualized)
+1.75%

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
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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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.04%
Peer Avg (YTD)
+0.23%
vs Peers
-0.19%

STWTX Mutual Fund Performance

STWTX performance across multiple time periods: 1-month -1.61%, YTD 0.04%, 1-year 6.01%, 3-year 2.67%, 5-year 0.33%, 10-year 1.75%.

STWTX returns trail the peer average of 0.23% 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.