SWPRX Mutual Fund

SWPRX Mutual Fund

NAV$19.68
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Returns Overview

1 Month
-1.40%
3 Months
-0.95%
6 Months
+2.17%
YTD
+8.76%
1 Year
+10.81%
3 Years (annualized)
+19.58%
5 Years (annualized)
+7.76%
10 Years (annualized)
+10.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWPRX 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
Target 2060 Composite Index(^SPTGT60)
This Mutual Fund (YTD)
+8.76%
Peer Avg (YTD)
+6.70%
vs Peers
+2.06%

SWPRX Mutual Fund Performance

SWPRX performance across multiple time periods: 1-month -1.40%, YTD 8.76%, 1-year 10.81%, 3-year 19.58%, 5-year 7.76%, 10-year 10.88%.

SWPRX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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