SWANX Mutual Fund

SWANX Mutual Fund

NAV$26.76
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Returns Overview

1 Month
+2.44%
3 Months
+2.16%
6 Months
+4.49%
YTD
+4.83%
1 Year
+12.43%
3 Years (annualized)
+15.68%
5 Years (annualized)
+11.18%
10 Years (annualized)
+12.95%

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)
+4.83%
Peer Avg (YTD)
+9.41%
vs Peers
-4.59%

SWANX Mutual Fund Performance

SWANX performance across multiple time periods: 1-month 2.44%, YTD 4.83%, 1-year 12.43%, 3-year 15.68%, 5-year 11.18%, 10-year 12.95%.

SWANX returns trail the peer average of 9.41% 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.