SWGRX Mutual Fund

SWGRX Mutual Fund

NAV$11.53
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Returns Overview

1 Month
-0.70%
3 Months
+1.06%
6 Months
+2.61%
YTD
+3.64%
1 Year
+9.42%
3 Years (annualized)
+9.02%
5 Years (annualized)
+3.44%
10 Years (annualized)
+5.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWGRX 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 2015 Composite Index(^SPTGT15)
This Mutual Fund (YTD)
+3.64%
Peer Avg (YTD)
+6.99%
vs Peers
-3.36%

SWGRX Mutual Fund Performance

SWGRX performance across multiple time periods: 1-month -0.70%, YTD 3.64%, 1-year 9.42%, 3-year 9.02%, 5-year 3.44%, 10-year 5.49%.

SWGRX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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