SWCGX Mutual Fund

NAV$16.45
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Returns Overview

1 Month
-0.02%
3 Months
+5.51%
6 Months
+5.18%
YTD
+4.91%
1 Year
+15.34%
3 Years (annualized)
+10.89%
5 Years (annualized)
+5.03%
10 Years (annualized)
+6.15%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.91%
Peer Avg (YTD)
+4.14%
vs Peers
+0.77%

SWCGX Mutual Fund Performance

SWCGX performance across multiple time periods: 1-month -0.02%, YTD 4.91%, 1-year 15.34%, 3-year 10.89%, 5-year 5.03%, 10-year 6.15%.

SWCGX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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