SWEGX Mutual Fund

NAV$29.99

Returns Overview

1 Month
-0.41%
3 Months
+12.42%
6 Months
+11.82%
YTD
+11.10%
1 Year
+30.18%
3 Years (annualized)
+20.44%
5 Years (annualized)
+11.72%
10 Years (annualized)
+12.86%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
All Equity Composite Index(^AECI)
This Mutual Fund (YTD)
+11.10%
Peer Avg (YTD)
+6.73%
vs Peers
+4.38%

SWEGX Mutual Fund Performance

SWEGX performance across multiple time periods: 1-month -0.41%, YTD 11.10%, 1-year 30.18%, 3-year 20.44%, 5-year 11.72%, 10-year 12.86%.

SWEGX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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