SWHCX Mutual Fund

SWHCX Mutual Fund

NAV$21.77
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Returns Overview

1 Month
+0.05%
3 Months
+3.74%
6 Months
+7.72%
YTD
+9.94%
1 Year
+18.44%
3 Years (annualized)
+15.47%
5 Years (annualized)
+8.18%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWHCX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.94%
Peer Avg (YTD)
+6.57%
vs Peers
+3.37%

SWHCX Mutual Fund Performance

SWHCX performance across multiple time periods: 1-month 0.05%, YTD 9.94%, 1-year 18.44%, 3-year 15.47%, 5-year 8.18%, 10-year 10.33%.

SWHCX returns outperform the peer average of 6.57% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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