SWNRX Mutual Fund

SWNRX Mutual Fund

NAV$20.88
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Returns Overview

1 Month
-1.09%
3 Months
-0.81%
6 Months
+2.15%
YTD
+8.22%
1 Year
+10.20%
3 Years (annualized)
+18.80%
5 Years (annualized)
+7.48%
10 Years (annualized)
+10.52%

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)
+8.22%
Peer Avg (YTD)
+6.70%
vs Peers
+1.52%

SWNRX Mutual Fund Performance

SWNRX performance across multiple time periods: 1-month -1.09%, YTD 8.22%, 1-year 10.20%, 3-year 18.80%, 5-year 7.48%, 10-year 10.52%.

SWNRX returns outperform the peer average of 6.70% 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.