SWCAX Mutual Fund

SWCAX Mutual Fund

NAV$10.90
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Returns Overview

1 Month
-1.61%
3 Months
-0.66%
6 Months
-0.96%
YTD
-0.16%
1 Year
+4.30%
3 Years (annualized)
+2.73%
5 Years (annualized)
+0.27%
10 Years (annualized)
+1.42%

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)
-0.16%
Peer Avg (YTD)
+0.39%
vs Peers
-0.55%

SWCAX Mutual Fund Performance

SWCAX performance across multiple time periods: 1-month -1.61%, YTD -0.16%, 1-year 4.30%, 3-year 2.73%, 5-year 0.27%, 10-year 1.42%.

SWCAX returns trail the peer average of 0.39% 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.