SWHFX Mutual Fund

SWHFX Mutual Fund

NAV$26.97
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Returns Overview

1 Month
+5.57%
3 Months
+5.57%
6 Months
+2.47%
YTD
+2.11%
1 Year
+23.11%
3 Years (annualized)
+7.91%
5 Years (annualized)
+5.13%
10 Years (annualized)
+8.74%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+2.11%
Peer Avg (YTD)
+7.57%
vs Peers
-5.46%

SWHFX Mutual Fund Performance

SWHFX performance across multiple time periods: 1-month 5.57%, YTD 2.11%, 1-year 23.11%, 3-year 7.91%, 5-year 5.13%, 10-year 8.74%.

SWHFX returns trail the peer average of 7.57% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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