SWMIX Mutual Fund

SWMIX Mutual Fund

NAV$26.52
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Returns Overview

1 Month
+4.08%
3 Months
+1.51%
6 Months
+2.76%
YTD
+14.51%
1 Year
+21.32%
3 Years (annualized)
+15.60%
5 Years (annualized)
+3.62%
10 Years (annualized)
+9.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWMIX 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
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📉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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+14.51%
Peer Avg (YTD)
+9.98%
vs Peers
+4.53%

SWMIX Mutual Fund Performance

SWMIX performance across multiple time periods: 1-month 4.08%, YTD 14.51%, 1-year 21.32%, 3-year 15.60%, 5-year 3.62%, 10-year 9.78%.

SWMIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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