SWMRX Mutual Fund

SWMRX Mutual Fund

NAV$20.91
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Returns Overview

1 Month
-0.78%
3 Months
+2.77%
6 Months
+6.07%
YTD
+8.44%
1 Year
+18.68%
3 Years (annualized)
+14.62%
5 Years (annualized)
+7.82%
10 Years (annualized)
+10.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWMRX 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
Target 2045 Composite Index(^SPTGT45)
This Mutual Fund (YTD)
+8.44%
Peer Avg (YTD)
+6.99%
vs Peers
+1.44%

SWMRX Mutual Fund Performance

SWMRX performance across multiple time periods: 1-month -0.78%, YTD 8.44%, 1-year 18.68%, 3-year 14.62%, 5-year 7.82%, 10-year 10.14%.

SWMRX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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