SWBRX Mutual Fund

SWBRX Mutual Fund

NAV$13.80
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Returns Overview

1 Month
-0.79%
3 Months
+0.80%
6 Months
+2.22%
YTD
+3.22%
1 Year
+8.53%
3 Years (annualized)
+8.48%
5 Years (annualized)
+3.72%
10 Years (annualized)
+5.50%

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)
+3.22%
Peer Avg (YTD)
+6.99%
vs Peers
-3.77%

SWBRX Mutual Fund Performance

SWBRX performance across multiple time periods: 1-month -0.79%, YTD 3.22%, 1-year 8.53%, 3-year 8.48%, 5-year 3.72%, 10-year 5.50%.

SWBRX returns trail the peer average of 6.99% 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.