SWASX Mutual Fund

SWASX Mutual Fund

NAV$6.81
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Returns Overview

1 Month
-3.80%
3 Months
-0.64%
6 Months
-3.57%
YTD
+7.10%
1 Year
+8.32%
3 Years (annualized)
+8.82%
5 Years (annualized)
+0.58%
10 Years (annualized)
+3.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWASX 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
MSCI ACWI Index (Net)
This Mutual Fund (YTD)
+7.10%
Peer Avg (YTD)
+9.10%
vs Peers
-1.99%

SWASX Mutual Fund Performance

SWASX performance across multiple time periods: 1-month -3.80%, YTD 7.10%, 1-year 8.32%, 3-year 8.82%, 5-year 0.58%, 10-year 3.30%.

SWASX returns trail the peer average of 9.10% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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