SWNTX Mutual Fund

SWNTX Mutual Fund

NAV$10.68
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Returns Overview

1 Month
-0.38%
3 Months
-0.63%
6 Months
-1.23%
YTD
-0.48%
1 Year
-0.00%
3 Years (annualized)
+4.12%
5 Years (annualized)
+0.60%
10 Years (annualized)
+1.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWNTX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-0.48%
Peer Avg (YTD)
-0.87%
vs Peers
+0.39%

SWNTX Mutual Fund Performance

SWNTX performance across multiple time periods: 1-month -0.38%, YTD -0.48%, 1-year -0.00%, 3-year 4.12%, 5-year 0.60%, 10-year 1.62%.

SWNTX returns outperform the peer average of -0.87% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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