SWPPX Mutual Fund

SWPPX Mutual Fund

NAV$19.76
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Returns Overview

1 Month
-0.05%
3 Months
+4.21%
6 Months
+8.54%
YTD
+9.90%
1 Year
+19.53%
3 Years (annualized)
+19.29%
5 Years (annualized)
+12.82%
10 Years (annualized)
+15.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWPPX 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)
+9.90%
Peer Avg (YTD)
+9.41%
vs Peers
+0.49%

SWPPX Mutual Fund Performance

SWPPX performance across multiple time periods: 1-month -0.05%, YTD 9.90%, 1-year 19.53%, 3-year 19.29%, 5-year 12.82%, 10-year 15.04%.

SWPPX returns outperform the peer average of 9.41% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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