SWMCX Mutual Fund

SWMCX Mutual Fund

NAV$16.87
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Returns Overview

1 Month
-0.66%
3 Months
+5.37%
6 Months
+11.13%
YTD
+14.52%
1 Year
+19.47%
3 Years (annualized)
+14.97%
5 Years (annualized)
+8.31%

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)
+14.52%
Peer Avg (YTD)
+9.54%
vs Peers
+4.98%

SWMCX Mutual Fund Performance

SWMCX performance across multiple time periods: 1-month -0.66%, YTD 14.52%, 1-year 19.47%, 3-year 14.97%, 5-year 8.31%.

SWMCX returns outperform the peer average of 9.54% 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.