SWERX Mutual Fund

NAV$21.86

Returns Overview

3 Months
+10.49%
6 Months
+8.98%
YTD
+8.43%
1 Year
+18.39%
3 Years (annualized)
+14.80%
5 Years (annualized)
+7.50%
10 Years (annualized)
+10.06%

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
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
Target 2040 Composite Index(^SPTGT40)
This Mutual Fund (YTD)
+8.43%
Peer Avg (YTD)
+7.64%
vs Peers
+0.79%

SWERX Mutual Fund Performance

SWERX performance across multiple time periods: YTD 8.43%, 1-year 18.39%, 3-year 14.80%, 5-year 7.50%, 10-year 10.06%.

SWERX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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