SWMIX Mutual Fund

SWMIX Mutual Fund

NAV$27.52
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Returns Overview

1 Month
-2.00%
3 Months
+1.69%
6 Months
+3.68%
YTD
+10.02%
1 Year
+21.18%
3 Years (annualized)
+12.25%
5 Years (annualized)
+3.97%
10 Years (annualized)
+8.25%

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)
+10.02%
Peer Avg (YTD)
+8.67%
vs Peers
+1.35%

SWMIX Mutual Fund Performance

SWMIX performance across multiple time periods: 1-month -2.00%, YTD 10.02%, 1-year 21.18%, 3-year 12.25%, 5-year 3.97%, 10-year 8.25%.

SWMIX returns outperform the peer average of 8.67% 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.