SWHYX Mutual Fund

SWHYX Mutual Fund

NAV$8.25
See how much of SWHYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.38%
3 Months
-1.46%
6 Months
-2.00%
YTD
+0.13%
1 Year
+5.02%
3 Years (annualized)
+3.40%
5 Years (annualized)
+0.08%
10 Years (annualized)
+1.81%

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
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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.13%
Peer Avg (YTD)
+0.15%
vs Peers
-0.02%

SWHYX Mutual Fund Performance

SWHYX performance across multiple time periods: 1-month -0.38%, YTD 0.13%, 1-year 5.02%, 3-year 3.40%, 5-year 0.08%, 10-year 1.81%.

SWHYX returns trail the peer average of 0.15% 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.