SWEGX Mutual Fund

SWEGX Mutual Fund

NAV$29.91
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Returns Overview

1 Month
+2.15%
3 Months
+1.90%
6 Months
+8.23%
YTD
+13.68%
1 Year
+21.35%
3 Years (annualized)
+19.11%
5 Years (annualized)
+10.49%
10 Years (annualized)
+12.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWEGX 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
All Equity Composite Index(^AECI)
This Mutual Fund (YTD)
+13.68%
Peer Avg (YTD)
+7.17%
vs Peers
+6.51%

SWEGX Mutual Fund Performance

SWEGX performance across multiple time periods: 1-month 2.15%, YTD 13.68%, 1-year 21.35%, 3-year 19.11%, 5-year 10.49%, 10-year 12.02%.

SWEGX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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