SWLGX Mutual Fund

SWLGX Mutual Fund

NAV$18.11
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Returns Overview

1 Month
-4.77%
3 Months
-0.62%
6 Months
+1.85%
YTD
+0.57%
1 Year
+8.00%
3 Years (annualized)
+19.22%
5 Years (annualized)
+11.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWLGX 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)
+0.57%
Peer Avg (YTD)
+6.23%
vs Peers
-5.66%

SWLGX Mutual Fund Performance

SWLGX performance across multiple time periods: 1-month -4.77%, YTD 0.57%, 1-year 8.00%, 3-year 19.22%, 5-year 11.83%.

SWLGX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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