SWDSX Mutual Fund

SWDSX Mutual Fund

NAV$19.61
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Returns Overview

1 Month
+3.71%
3 Months
+5.21%
6 Months
+7.19%
YTD
+11.17%
1 Year
+19.60%
3 Years (annualized)
+15.49%
5 Years (annualized)
+10.18%
10 Years (annualized)
+9.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWDSX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.17%
Peer Avg (YTD)
+11.41%
vs Peers
-0.24%

SWDSX Mutual Fund Performance

SWDSX performance across multiple time periods: 1-month 3.71%, YTD 11.17%, 1-year 19.60%, 3-year 15.49%, 5-year 10.18%, 10-year 9.62%.

SWDSX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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