SWBRX Mutual Fund

SWBRX Mutual Fund

NAV$13.71
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Returns Overview

1 Month
+0.94%
3 Months
+0.22%
6 Months
+1.75%
YTD
+4.19%
1 Year
+7.59%
3 Years (annualized)
+9.27%
5 Years (annualized)
+3.74%
10 Years (annualized)
+5.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWBRX 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
Target 2010 Composite Index(^SPTGT10)
This Mutual Fund (YTD)
+4.19%
Peer Avg (YTD)
+8.76%
vs Peers
-4.57%

SWBRX Mutual Fund Performance

SWBRX performance across multiple time periods: 1-month 0.94%, YTD 4.19%, 1-year 7.59%, 3-year 9.27%, 5-year 3.74%, 10-year 5.59%.

SWBRX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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