SWFCX Mutual Fund

NAV$22.29

Returns Overview

1 Month
+0.37%
3 Months
+15.45%
6 Months
+21.09%
YTD
+19.76%
1 Year
+50.99%
3 Years (annualized)
+27.94%
5 Years (annualized)
+14.43%
10 Years (annualized)
+11.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWFCX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+19.76%
Peer Avg (YTD)
+9.13%
vs Peers
+10.63%

SWFCX Mutual Fund Performance

SWFCX performance across multiple time periods: 1-month 0.37%, YTD 19.76%, 1-year 50.99%, 3-year 27.94%, 5-year 14.43%, 10-year 11.06%.

SWFCX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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