SWHYX Mutual Fund

SWHYX Mutual Fund

NAV$8.60
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Returns Overview

1 Month
+3.41%
3 Months
-1.55%
6 Months
-2.52%
YTD
-1.36%
1 Year
-0.99%
3 Years (annualized)
+4.48%
5 Years (annualized)
-0.02%
10 Years (annualized)
+1.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWHYX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.36%
Peer Avg (YTD)
-0.87%
vs Peers
-0.50%

SWHYX Mutual Fund Performance

SWHYX performance across multiple time periods: 1-month 3.41%, YTD -1.36%, 1-year -0.99%, 3-year 4.48%, 5-year -0.02%, 10-year 1.77%.

SWHYX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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