SWCRX Mutual Fund

SWCRX Mutual Fund

NAV$13.60
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Returns Overview

1 Month
-0.66%
3 Months
+1.20%
6 Months
+2.91%
YTD
+4.02%
1 Year
+10.00%
3 Years (annualized)
+9.43%
5 Years (annualized)
+4.35%
10 Years (annualized)
+6.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWCRX 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
Target 2020 Composite Index(^SPTGT20)
This Mutual Fund (YTD)
+4.02%
Peer Avg (YTD)
+6.99%
vs Peers
-2.97%

SWCRX Mutual Fund Performance

SWCRX performance across multiple time periods: 1-month -0.66%, YTD 4.02%, 1-year 10.00%, 3-year 9.43%, 5-year 4.35%, 10-year 6.28%.

SWCRX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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