SWAGX Mutual Fund

SWAGX Mutual Fund

NAV$8.64
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Returns Overview

1 Month
+2.00%
3 Months
-0.32%
6 Months
-1.02%
YTD
-0.78%
1 Year
-0.56%
3 Years (annualized)
+5.23%
5 Years (annualized)
-0.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWAGX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.78%
Peer Avg (YTD)
+1.93%
vs Peers
-2.71%

SWAGX Mutual Fund Performance

SWAGX performance across multiple time periods: 1-month 2.00%, YTD -0.78%, 1-year -0.56%, 3-year 5.23%, 5-year -0.39%.

SWAGX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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