SWOBX Mutual Fund

SWOBX Mutual Fund

NAV$19.01
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Returns Overview

1 Month
-1.01%
3 Months
+1.08%
6 Months
+3.21%
YTD
+4.19%
1 Year
+11.17%
3 Years (annualized)
+11.15%
5 Years (annualized)
+5.64%
10 Years (annualized)
+8.41%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.19%
Peer Avg (YTD)
+5.54%
vs Peers
-1.35%

SWOBX Mutual Fund Performance

SWOBX performance across multiple time periods: 1-month -1.01%, YTD 4.19%, 1-year 11.17%, 3-year 11.15%, 5-year 5.64%, 10-year 8.41%.

SWOBX returns trail the peer average of 5.54% 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.