SWDSX Mutual Fund

SWDSX Mutual Fund

NAV$20.17
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Returns Overview

1 Month
+6.25%
3 Months
+2.23%
6 Months
+7.55%
YTD
+13.65%
1 Year
+17.71%
3 Years (annualized)
+19.63%
5 Years (annualized)
+10.06%
10 Years (annualized)
+10.08%

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)
+13.65%
Peer Avg (YTD)
+12.44%
vs Peers
+1.21%

SWDSX Mutual Fund Performance

SWDSX performance across multiple time periods: 1-month 6.25%, YTD 13.65%, 1-year 17.71%, 3-year 19.63%, 5-year 10.06%, 10-year 10.08%.

SWDSX returns outperform the peer average of 12.44% 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.