SWASX Mutual Fund

SWASX Mutual Fund

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Returns Overview

1 Month
+1.34%
3 Months
-6.99%
6 Months
-4.85%
YTD
+3.55%
1 Year
+6.05%
3 Years (annualized)
+11.43%
5 Years (annualized)
-0.09%
10 Years (annualized)
+3.63%

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)
+3.55%
Peer Avg (YTD)
+7.23%
vs Peers
-3.67%

SWASX Mutual Fund Performance

SWASX performance across multiple time periods: 1-month 1.34%, YTD 3.55%, 1-year 6.05%, 3-year 11.43%, 5-year -0.09%, 10-year 3.63%.

SWASX returns trail the peer average of 7.23% 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.