SWKRX Mutual Fund

SWKRX Mutual Fund

NAV$11.54
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Returns Overview

1 Month
+1.72%
3 Months
+1.82%
6 Months
+4.78%
YTD
+7.89%
1 Year
+14.57%
3 Years (annualized)
+9.31%
5 Years (annualized)
+3.01%
10 Years (annualized)
+4.17%

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)
+7.89%
Peer Avg (YTD)
+5.54%
vs Peers
+2.35%

SWKRX Mutual Fund Performance

SWKRX performance across multiple time periods: 1-month 1.72%, YTD 7.89%, 1-year 14.57%, 3-year 9.31%, 5-year 3.01%, 10-year 4.17%.

SWKRX returns outperform the peer average of 5.54% 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.