SWMIX Mutual Fund

SWMIX Mutual Fund

NAV$27.30
See how much of SWMIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

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)
+3.26%
10 Years (annualized)
+7.89%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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 3.26%, 10-year 7.89%.

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.