SWKXX Mutual Fund

SWKXX Mutual Fund

NAV$1.00
See how much of SWKXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.14%
3 Months
+0.47%
6 Months
+0.94%
YTD
+1.19%
1 Year
+1.86%
3 Years (annualized)
+2.26%
5 Years (annualized)
+1.76%
10 Years (annualized)
+1.19%

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)
+1.19%
Peer Avg (YTD)
+2.25%
vs Peers
-1.06%

SWKXX Mutual Fund Performance

SWKXX performance across multiple time periods: 1-month 0.14%, YTD 1.19%, 1-year 1.86%, 3-year 2.26%, 5-year 1.76%, 10-year 1.19%.

SWKXX returns trail the peer average of 2.25% 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.