SWCAX Mutual Fund

SWCAX Mutual Fund

NAV$10.82
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Returns Overview

1 Month
+2.88%
3 Months
-0.95%
6 Months
-1.59%
YTD
-1.11%
1 Year
-0.67%
3 Years (annualized)
+3.54%
5 Years (annualized)
+0.45%
10 Years (annualized)
+1.45%

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)
-1.11%
Peer Avg (YTD)
-0.12%
vs Peers
-0.99%

SWCAX Mutual Fund Performance

SWCAX performance across multiple time periods: 1-month 2.88%, YTD -1.11%, 1-year -0.67%, 3-year 3.54%, 5-year 0.45%, 10-year 1.45%.

SWCAX returns trail the peer average of -0.12% 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.