SWLSX Mutual Fund

SWLSX Mutual Fund

NAV$46.35
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Returns Overview

1 Month
-3.99%
3 Months
+1.34%
6 Months
+5.72%
YTD
+5.12%
1 Year
+14.75%
3 Years (annualized)
+20.38%
5 Years (annualized)
+12.94%
10 Years (annualized)
+15.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWLSX 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)
+5.12%
Peer Avg (YTD)
+6.23%
vs Peers
-1.11%

SWLSX Mutual Fund Performance

SWLSX performance across multiple time periods: 1-month -3.99%, YTD 5.12%, 1-year 14.75%, 3-year 20.38%, 5-year 12.94%, 10-year 15.89%.

SWLSX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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