SWJRX Mutual Fund

SWJRX Mutual Fund

NAV$11.07
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Returns Overview

1 Month
+3.66%
3 Months
+0.56%
6 Months
+2.45%
YTD
+8.54%
1 Year
+11.64%
3 Years (annualized)
+12.32%
5 Years (annualized)
+4.02%
10 Years (annualized)
+5.41%

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
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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)
+8.54%
Peer Avg (YTD)
+2.95%
vs Peers
+5.58%

SWJRX Mutual Fund Performance

SWJRX performance across multiple time periods: 1-month 3.66%, YTD 8.54%, 1-year 11.64%, 3-year 12.32%, 5-year 4.02%, 10-year 5.41%.

SWJRX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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