SWLSX Mutual Fund

SWLSX Mutual Fund

NAV$48.75
See how much of SWLSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.93%
3 Months
-1.17%
6 Months
+14.10%
YTD
+9.25%
1 Year
+17.00%
3 Years (annualized)
+21.83%
5 Years (annualized)
+12.67%
10 Years (annualized)
+16.18%

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
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 500 Index(SPX)
This Mutual Fund (YTD)
+9.25%
Peer Avg (YTD)
+8.51%
vs Peers
+0.74%

SWLSX Mutual Fund Performance

SWLSX performance across multiple time periods: 1-month 3.93%, YTD 9.25%, 1-year 17.00%, 3-year 21.83%, 5-year 12.67%, 10-year 16.18%.

SWLSX returns outperform the peer average of 8.51% 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.