SWCGX Mutual Fund

SWCGX Mutual Fund

NAV$16.31
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Returns Overview

1 Month
-0.61%
3 Months
+1.09%
6 Months
+3.02%
YTD
+4.27%
1 Year
+10.51%
3 Years (annualized)
+8.84%
5 Years (annualized)
+4.00%
10 Years (annualized)
+5.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWCGX 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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.27%
Peer Avg (YTD)
+3.39%
vs Peers
+0.88%

SWCGX Mutual Fund Performance

SWCGX performance across multiple time periods: 1-month -0.61%, YTD 4.27%, 1-year 10.51%, 3-year 8.84%, 5-year 4.00%, 10-year 5.51%.

SWCGX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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