SWANX Mutual Fund

NAV$26.99

Returns Overview

1 Month
-3.34%
3 Months
+9.75%
6 Months
+2.41%
YTD
+2.33%
1 Year
+18.12%
3 Years (annualized)
+17.59%
5 Years (annualized)
+11.15%
10 Years (annualized)
+13.14%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.33%
Peer Avg (YTD)
+9.51%
vs Peers
-7.18%

SWANX Mutual Fund Performance

SWANX performance across multiple time periods: 1-month -3.34%, YTD 2.33%, 1-year 18.12%, 3-year 17.59%, 5-year 11.15%, 10-year 13.14%.

SWANX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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