SWGXX Mutual Fund

SWGXX Mutual Fund

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Returns Overview

1 Month
+0.30%
3 Months
+0.82%
6 Months
+1.62%
YTD
+2.17%
1 Year
+3.44%
3 Years (annualized)
+4.27%
5 Years (annualized)
+3.37%
10 Years (annualized)
+2.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWGXX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+2.17%
Peer Avg (YTD)
+2.25%
vs Peers
-0.08%

SWGXX Mutual Fund Performance

SWGXX performance across multiple time periods: 1-month 0.30%, YTD 2.17%, 1-year 3.44%, 3-year 4.27%, 5-year 3.37%, 10-year 2.00%.

SWGXX returns trail the peer average of 2.25% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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