SWOXX Mutual Fund

SWOXX Mutual Fund

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Returns Overview

3 Months
+0.39%
6 Months
+0.97%
YTD
+1.70%
1 Year
+2.14%
3 Years (annualized)
+2.67%
5 Years (annualized)
+2.23%
10 Years (annualized)
+1.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWOXX 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
PROUpgrade to run
🏦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 US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+1.70%
Peer Avg (YTD)
+2.21%
vs Peers
-0.51%

SWOXX Mutual Fund Performance

SWOXX performance across multiple time periods: YTD 1.70%, 1-year 2.14%, 3-year 2.67%, 5-year 2.23%, 10-year 1.50%.

SWOXX returns trail the peer average of 2.21% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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