SWIRX Mutual Fund

NAV$20.38

Returns Overview

3 Months
+9.32%
6 Months
+7.91%
YTD
+7.45%
1 Year
+16.48%
3 Years (annualized)
+13.78%
5 Years (annualized)
+6.89%
10 Years (annualized)
+9.39%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Target 2035 Composite Index(^SPTGT35)
This Mutual Fund (YTD)
+7.45%
Peer Avg (YTD)
+7.64%
vs Peers
-0.19%

SWIRX Mutual Fund Performance

SWIRX performance across multiple time periods: YTD 7.45%, 1-year 16.48%, 3-year 13.78%, 5-year 6.89%, 10-year 9.39%.

SWIRX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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