SWKRX Mutual Fund

NAV$11.41

Returns Overview

1 Month
-0.26%
3 Months
+2.45%
6 Months
+6.46%
YTD
+6.06%
1 Year
+12.19%
3 Years (annualized)
+9.38%
5 Years (annualized)
+2.91%
10 Years (annualized)
+4.16%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.06%
Peer Avg (YTD)
+5.87%
vs Peers
+0.20%

SWKRX Mutual Fund Performance

SWKRX performance across multiple time periods: 1-month -0.26%, YTD 6.06%, 1-year 12.19%, 3-year 9.38%, 5-year 2.91%, 10-year 4.16%.

SWKRX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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