SWCAX Mutual Fund

SWCAX Mutual Fund

NAV$10.48
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Returns Overview

1 Month
-0.03%
3 Months
-1.03%
6 Months
-2.12%
YTD
-0.19%
1 Year
+3.40%
3 Years (annualized)
+2.96%
5 Years (annualized)
+0.34%
10 Years (annualized)
+1.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWCAX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.19%
Peer Avg (YTD)
+0.17%
vs Peers
-0.36%

SWCAX Mutual Fund Performance

SWCAX performance across multiple time periods: 1-month -0.03%, YTD -0.19%, 1-year 3.40%, 3-year 2.96%, 5-year 0.34%, 10-year 1.40%.

SWCAX returns trail the peer average of 0.17% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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