SWIRX Mutual Fund

SWIRX Mutual Fund

NAV$20.10
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Returns Overview

1 Month
+1.71%
3 Months
+1.00%
6 Months
+4.76%
YTD
+8.52%
1 Year
+14.35%
3 Years (annualized)
+14.02%
5 Years (annualized)
+6.50%
10 Years (annualized)
+9.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWIRX 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 2035 Composite Index(^SPTGT35)
This Mutual Fund (YTD)
+8.52%
Peer Avg (YTD)
+8.76%
vs Peers
-0.24%

SWIRX Mutual Fund Performance

SWIRX performance across multiple time periods: 1-month 1.71%, YTD 8.52%, 1-year 14.35%, 3-year 14.02%, 5-year 6.50%, 10-year 9.07%.

SWIRX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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