SWKRX Mutual Fund

SWKRX Mutual Fund

NAV$10.97
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Returns Overview

1 Month
+0.82%
3 Months
+2.29%
6 Months
+1.61%
YTD
+8.78%
1 Year
+12.48%
3 Years (annualized)
+10.24%
5 Years (annualized)
+3.06%
10 Years (annualized)
+4.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWKRX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.78%
Peer Avg (YTD)
+6.28%
vs Peers
+2.49%

SWKRX Mutual Fund Performance

SWKRX performance across multiple time periods: 1-month 0.82%, YTD 8.78%, 1-year 12.48%, 3-year 10.24%, 5-year 3.06%, 10-year 4.27%.

SWKRX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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