SWNRX Mutual Fund

SWNRX Mutual Fund

NAV$21.56
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Returns Overview

1 Month
-0.80%
3 Months
+2.98%
6 Months
+6.51%
YTD
+9.10%
1 Year
+19.94%
3 Years (annualized)
+15.67%
5 Years (annualized)
+8.47%
10 Years (annualized)
+10.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWNRX 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 2050 Composite Index(^SPTGT50)
This Mutual Fund (YTD)
+9.10%
Peer Avg (YTD)
+6.99%
vs Peers
+2.10%

SWNRX Mutual Fund Performance

SWNRX performance across multiple time periods: 1-month -0.80%, YTD 9.10%, 1-year 19.94%, 3-year 15.67%, 5-year 8.47%, 10-year 10.63%.

SWNRX returns outperform the peer average of 6.99% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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