SWHRX Mutual Fund

SWHRX Mutual Fund

NAV$15.53
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Returns Overview

1 Month
-0.71%
3 Months
+1.26%
6 Months
+3.03%
YTD
+4.16%
1 Year
+10.32%
3 Years (annualized)
+8.94%
5 Years (annualized)
+4.16%
10 Years (annualized)
+6.83%

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
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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
Target 2025 Composite Index(^SPTGT25)
This Mutual Fund (YTD)
+4.16%
Peer Avg (YTD)
+6.99%
vs Peers
-2.83%

SWHRX Mutual Fund Performance

SWHRX performance across multiple time periods: 1-month -0.71%, YTD 4.16%, 1-year 10.32%, 3-year 8.94%, 5-year 4.16%, 10-year 6.83%.

SWHRX returns trail the peer average of 6.99% 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.