SWHFX Mutual Fund

SWHFX Mutual Fund

NAV$27.41
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Returns Overview

1 Month
+1.22%
3 Months
+8.98%
6 Months
+1.85%
YTD
+3.36%
1 Year
+22.60%
3 Years (annualized)
+7.89%
5 Years (annualized)
+4.45%
10 Years (annualized)
+8.37%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.36%
Peer Avg (YTD)
+6.74%
vs Peers
-3.38%

SWHFX Mutual Fund Performance

SWHFX performance across multiple time periods: 1-month 1.22%, YTD 3.36%, 1-year 22.60%, 3-year 7.89%, 5-year 4.45%, 10-year 8.37%.

SWHFX returns trail the peer average of 6.74% 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.