SWLRX Mutual Fund

SWLRX Mutual Fund

NAV$9.92
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Returns Overview

1 Month
+0.69%
3 Months
+1.04%
6 Months
+2.85%
YTD
+4.84%
1 Year
+9.97%
3 Years (annualized)
+7.51%
5 Years (annualized)
+2.06%
10 Years (annualized)
+3.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWLRX 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

This Mutual Fund (YTD)
+4.84%
Peer Avg (YTD)
+3.39%
vs Peers
+1.45%

SWLRX Mutual Fund Performance

SWLRX performance across multiple time periods: 1-month 0.69%, YTD 4.84%, 1-year 9.97%, 3-year 7.51%, 5-year 2.06%, 10-year 3.16%.

SWLRX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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