SWEGX Mutual Fund

SWEGX Mutual Fund

NAV$30.10
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Returns Overview

1 Month
+0.17%
3 Months
+3.49%
6 Months
+8.26%
YTD
+11.29%
1 Year
+23.17%
3 Years (annualized)
+17.08%
5 Years (annualized)
+10.54%
10 Years (annualized)
+12.39%

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)
+11.29%
Peer Avg (YTD)
+6.57%
vs Peers
+4.72%

SWEGX Mutual Fund Performance

SWEGX performance across multiple time periods: 1-month 0.17%, YTD 11.29%, 1-year 23.17%, 3-year 17.08%, 5-year 10.54%, 10-year 12.39%.

SWEGX returns outperform the peer average of 6.57% 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.