SWBGX Mutual Fund

SWBGX Mutual Fund

NAV$21.30
See how much of SWBGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.38%
3 Months
+1.93%
6 Months
+4.91%
YTD
+6.65%
1 Year
+14.59%
3 Years (annualized)
+11.66%
5 Years (annualized)
+6.34%
10 Years (annualized)
+7.81%

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
PROUpgrade to run

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)
+6.65%
Peer Avg (YTD)
+5.54%
vs Peers
+1.11%

SWBGX Mutual Fund Performance

SWBGX performance across multiple time periods: 1-month -0.38%, YTD 6.65%, 1-year 14.59%, 3-year 11.66%, 5-year 6.34%, 10-year 7.81%.

SWBGX returns outperform the peer average of 5.54% 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.