SWHCX Mutual Fund

NAV$21.71

Returns Overview

1 Month
+0.33%
3 Months
+12.32%
6 Months
+10.63%
YTD
+9.89%
1 Year
+19.55%
3 Years (annualized)
+16.46%
5 Years (annualized)
+8.27%
10 Years (annualized)
+10.66%

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
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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.89%
Peer Avg (YTD)
+6.73%
vs Peers
+3.17%

SWHCX Mutual Fund Performance

SWHCX performance across multiple time periods: 1-month 0.33%, YTD 9.89%, 1-year 19.55%, 3-year 16.46%, 5-year 8.27%, 10-year 10.66%.

SWHCX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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