SWBGX Mutual Fund

SWBGX Mutual Fund

NAV$21.15
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Returns Overview

1 Month
+1.42%
3 Months
+0.89%
6 Months
+4.63%
YTD
+8.16%
1 Year
+13.25%
3 Years (annualized)
+12.93%
5 Years (annualized)
+6.34%
10 Years (annualized)
+7.94%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.16%
Peer Avg (YTD)
+6.28%
vs Peers
+1.88%

SWBGX Mutual Fund Performance

SWBGX performance across multiple time periods: 1-month 1.42%, YTD 8.16%, 1-year 13.25%, 3-year 12.93%, 5-year 6.34%, 10-year 7.94%.

SWBGX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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