SWMCX Mutual Fund

SWMCX Mutual Fund

NAV$16.42
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Returns Overview

1 Month
+1.88%
3 Months
+4.35%
6 Months
+9.10%
YTD
+16.68%
1 Year
+17.90%
3 Years (annualized)
+16.80%
5 Years (annualized)
+8.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWMCX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+16.68%
Peer Avg (YTD)
+9.89%
vs Peers
+6.79%

SWMCX Mutual Fund Performance

SWMCX performance across multiple time periods: 1-month 1.88%, YTD 16.68%, 1-year 17.90%, 3-year 16.80%, 5-year 8.02%.

SWMCX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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