SWLVX Mutual Fund

SWLVX Mutual Fund

NAV$20.13
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Returns Overview

1 Month
+3.81%
3 Months
+9.25%
6 Months
+15.35%
YTD
+20.60%
1 Year
+31.40%
3 Years (annualized)
+17.81%
5 Years (annualized)
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWLVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+20.60%
Peer Avg (YTD)
+11.41%
vs Peers
+9.19%

SWLVX Mutual Fund Performance

SWLVX performance across multiple time periods: 1-month 3.81%, YTD 20.60%, 1-year 31.40%, 3-year 17.81%, 5-year 11.76%.

SWLVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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