STWVX Mutual Fund

STWVX Mutual Fund

NAV$9.42
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Returns Overview

1 Month
-0.02%
3 Months
-1.07%
6 Months
-2.20%
YTD
-0.02%
1 Year
+4.62%
3 Years (annualized)
+2.96%
5 Years (annualized)
+0.16%
10 Years (annualized)
+1.49%

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
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📉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)
-0.02%
Peer Avg (YTD)
+0.15%
vs Peers
-0.17%

STWVX Mutual Fund Performance

STWVX performance across multiple time periods: 1-month -0.02%, YTD -0.02%, 1-year 4.62%, 3-year 2.96%, 5-year 0.16%, 10-year 1.49%.

STWVX returns trail the peer average of 0.15% 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.