SWMRX Mutual Fund

SWMRX Mutual Fund

NAV$20.98
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Returns Overview

3 Months
+11.53%
6 Months
+9.93%
YTD
+9.28%
1 Year
+20.07%
3 Years (annualized)
+16.06%
5 Years (annualized)
+8.19%
10 Years (annualized)
+10.68%

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)
+9.28%
Peer Avg (YTD)
+7.64%
vs Peers
+1.64%

SWMRX Mutual Fund Performance

SWMRX performance across multiple time periods: YTD 9.28%, 1-year 20.07%, 3-year 16.06%, 5-year 8.19%, 10-year 10.68%.

SWMRX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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