STWVX Mutual Fund

STWVX Mutual Fund

NAV$9.89
See how much of STWVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.62%
3 Months
-0.58%
6 Months
-0.22%
YTD
+0.00%
1 Year
+5.84%
3 Years (annualized)
+2.45%
5 Years (annualized)
+0.11%
10 Years (annualized)
+1.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would STWVX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.00%
Peer Avg (YTD)
+0.23%
vs Peers
-0.23%

STWVX Mutual Fund Performance

STWVX performance across multiple time periods: 1-month -1.62%, YTD 0.00%, 1-year 5.84%, 3-year 2.45%, 5-year 0.11%, 10-year 1.52%.

STWVX returns trail the peer average of 0.23% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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