SWHRX Mutual Fund

SWHRX Mutual Fund

NAV$15.27
See how much of SWHRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.18%
3 Months
+0.52%
6 Months
+2.66%
YTD
+5.39%
1 Year
+9.46%
3 Years (annualized)
+9.97%
5 Years (annualized)
+4.14%
10 Years (annualized)
+6.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWHRX 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
Target 2025 Composite Index(^SPTGT25)
This Mutual Fund (YTD)
+5.39%
Peer Avg (YTD)
+8.76%
vs Peers
-3.37%

SWHRX Mutual Fund Performance

SWHRX performance across multiple time periods: 1-month 1.18%, YTD 5.39%, 1-year 9.46%, 3-year 9.97%, 5-year 4.14%, 10-year 6.93%.

SWHRX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.32%, investors should weigh costs against performance when evaluating this mutual fund.

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