SWBGX Mutual Fund

NAV$21.59
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Returns Overview

1 Month
-0.14%
3 Months
+7.98%
6 Months
+7.43%
YTD
+7.05%
1 Year
+20.94%
3 Years (annualized)
+14.40%
5 Years (annualized)
+7.58%
10 Years (annualized)
+8.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWBGX 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
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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+7.05%
Peer Avg (YTD)
+5.87%
vs Peers
+1.19%

SWBGX Mutual Fund Performance

SWBGX performance across multiple time periods: 1-month -0.14%, YTD 7.05%, 1-year 20.94%, 3-year 14.40%, 5-year 7.58%, 10-year 8.64%.

SWBGX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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