SWLRX Mutual Fund

NAV$9.90

Returns Overview

1 Month
-0.13%
3 Months
+1.88%
6 Months
+4.34%
YTD
+4.12%
1 Year
+8.97%
3 Years (annualized)
+7.73%
5 Years (annualized)
+2.16%
10 Years (annualized)
+3.19%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

This Mutual Fund (YTD)
+4.12%
Peer Avg (YTD)
+4.14%
vs Peers
-0.02%

SWLRX Mutual Fund Performance

SWLRX performance across multiple time periods: 1-month -0.13%, YTD 4.12%, 1-year 8.97%, 3-year 7.73%, 5-year 2.16%, 10-year 3.19%.

SWLRX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.18%, investors should weigh costs against performance when evaluating this mutual fund.

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