SWKXX Mutual Fund

SWKXX Mutual Fund

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Returns Overview

1 Month
+0.16%
3 Months
+0.48%
6 Months
+0.94%
YTD
+1.05%
1 Year
+1.89%
3 Years (annualized)
+2.33%
5 Years (annualized)
+1.87%
10 Years (annualized)
+1.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWKXX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+1.05%
Peer Avg (YTD)
+1.18%
vs Peers
-0.13%

SWKXX Mutual Fund Performance

SWKXX performance across multiple time periods: 1-month 0.16%, YTD 1.05%, 1-year 1.89%, 3-year 2.33%, 5-year 1.87%, 10-year 1.24%.

SWKXX returns trail the peer average of 1.18% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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