SWANX Mutual Fund

SWANX Mutual Fund

NAV$27.26
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Returns Overview

3 Months
+4.72%
6 Months
+14.92%
YTD
+7.16%
1 Year
+10.77%
3 Years (annualized)
+18.86%
5 Years (annualized)
+11.07%
10 Years (annualized)
+13.17%

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)
+7.16%
Peer Avg (YTD)
+9.91%
vs Peers
-2.75%

SWANX Mutual Fund Performance

SWANX performance across multiple time periods: YTD 7.16%, 1-year 10.77%, 3-year 18.86%, 5-year 11.07%, 10-year 13.17%.

SWANX returns trail the peer average of 9.91% 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.