SWERX Mutual Fund

SWERX Mutual Fund

NAV$21.73
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Returns Overview

1 Month
-0.74%
3 Months
+2.50%
6 Months
+5.44%
YTD
+7.62%
1 Year
+17.03%
3 Years (annualized)
+14.12%
5 Years (annualized)
+7.49%
10 Years (annualized)
+9.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWERX 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
Target 2040 Composite Index(^SPTGT40)
This Mutual Fund (YTD)
+7.62%
Peer Avg (YTD)
+6.99%
vs Peers
+0.63%

SWERX Mutual Fund Performance

SWERX performance across multiple time periods: 1-month -0.74%, YTD 7.62%, 1-year 17.03%, 3-year 14.12%, 5-year 7.49%, 10-year 9.73%.

SWERX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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