SWHGX Mutual Fund

SWHGX Mutual Fund

NAV$29.22
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Returns Overview

1 Month
+1.78%
3 Months
+1.40%
6 Months
+6.55%
YTD
+10.91%
1 Year
+17.21%
3 Years (annualized)
+18.58%
5 Years (annualized)
+9.95%
10 Years (annualized)
+10.87%

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
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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)
+10.91%
Peer Avg (YTD)
+7.17%
vs Peers
+3.74%

SWHGX Mutual Fund Performance

SWHGX performance across multiple time periods: 1-month 1.78%, YTD 10.91%, 1-year 17.21%, 3-year 18.58%, 5-year 9.95%, 10-year 10.87%.

SWHGX returns outperform the peer average of 7.17% 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.