SWHGX Mutual Fund

SWHGX Mutual Fund

NAV$29.87
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.27%
3 Months
+10.27%
6 Months
+9.61%
YTD
+9.08%
1 Year
+27.69%
3 Years (annualized)
+18.12%
5 Years (annualized)
+10.14%
10 Years (annualized)
+11.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWHGX 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)
+9.08%
Peer Avg (YTD)
+6.73%
vs Peers
+2.36%

SWHGX Mutual Fund Performance

SWHGX performance across multiple time periods: 1-month -0.27%, YTD 9.08%, 1-year 27.69%, 3-year 18.12%, 5-year 10.14%, 10-year 11.10%.

SWHGX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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