SWOBX Mutual Fund

SWOBX Mutual Fund

NAV$18.94
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Returns Overview

1 Month
+1.66%
3 Months
+0.11%
6 Months
+4.63%
YTD
+5.92%
1 Year
+10.76%
3 Years (annualized)
+12.37%
5 Years (annualized)
+5.64%
10 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWOBX 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
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📉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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.92%
Peer Avg (YTD)
+6.28%
vs Peers
-0.37%

SWOBX Mutual Fund Performance

SWOBX performance across multiple time periods: 1-month 1.66%, YTD 5.92%, 1-year 10.76%, 3-year 12.37%, 5-year 5.64%, 10-year 8.57%.

SWOBX returns trail the peer average of 6.28% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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