SWANX Mutual Fund

SWANX Mutual Fund

NAV$25.77
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Returns Overview

1 Month
-1.88%
3 Months
+0.31%
6 Months
+2.47%
YTD
+5.15%
1 Year
+5.60%
3 Years (annualized)
+18.17%
5 Years (annualized)
+9.34%
10 Years (annualized)
+12.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWANX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.15%
Peer Avg (YTD)
+9.28%
vs Peers
-4.13%

SWANX Mutual Fund Performance

SWANX performance across multiple time periods: 1-month -1.88%, YTD 5.15%, 1-year 5.60%, 3-year 18.17%, 5-year 9.34%, 10-year 12.56%.

SWANX returns trail the peer average of 9.28% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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