SWJRX Mutual Fund

NAV$11.16
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
-0.32%
3 Months
+2.46%
6 Months
+6.44%
YTD
+6.03%
1 Year
+12.25%
3 Years (annualized)
+9.38%
5 Years (annualized)
+2.82%
10 Years (annualized)
+4.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWJRX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.03%
Peer Avg (YTD)
+4.14%
vs Peers
+1.89%

SWJRX Mutual Fund Performance

SWJRX performance across multiple time periods: 1-month -0.32%, YTD 6.03%, 1-year 12.25%, 3-year 9.38%, 5-year 2.82%, 10-year 4.66%.

SWJRX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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