SWHFX Mutual Fund

SWHFX Mutual Fund

NAV$26.55
See how much of SWHFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.10%
3 Months
+10.18%
6 Months
+1.79%
YTD
+6.56%
1 Year
+20.48%
3 Years (annualized)
+9.09%
5 Years (annualized)
+4.54%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWHFX 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 500 Index(SPX)
This Mutual Fund (YTD)
+6.56%
Peer Avg (YTD)
+9.65%
vs Peers
-3.08%

SWHFX Mutual Fund Performance

SWHFX performance across multiple time periods: 1-month 3.10%, YTD 6.56%, 1-year 20.48%, 3-year 9.09%, 5-year 4.54%, 10-year 9.04%.

SWHFX returns trail the peer average of 9.65% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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