SWHGX Mutual Fund

SWHGX Mutual Fund

NAV$29.63
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Returns Overview

1 Month
-0.10%
3 Months
+2.77%
6 Months
+6.63%
YTD
+8.97%
1 Year
+18.75%
3 Years (annualized)
+14.40%
5 Years (annualized)
+8.56%
10 Years (annualized)
+9.99%

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)
+8.97%
Peer Avg (YTD)
+6.57%
vs Peers
+2.40%

SWHGX Mutual Fund Performance

SWHGX performance across multiple time periods: 1-month -0.10%, YTD 8.97%, 1-year 18.75%, 3-year 14.40%, 5-year 8.56%, 10-year 9.99%.

SWHGX returns outperform the peer average of 6.57% 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.