SWPRX Mutual Fund

SWPRX Mutual Fund

NAV$20.39
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Returns Overview

1 Month
-0.89%
3 Months
+3.16%
6 Months
+7.03%
YTD
+9.80%
1 Year
+21.19%
3 Years (annualized)
+16.34%
5 Years (annualized)
+8.82%

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
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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
Target 2060 Composite Index(^SPTGT60)
This Mutual Fund (YTD)
+9.80%
Peer Avg (YTD)
+6.99%
vs Peers
+2.81%

SWPRX Mutual Fund Performance

SWPRX performance across multiple time periods: 1-month -0.89%, YTD 9.80%, 1-year 21.19%, 3-year 16.34%, 5-year 8.82%.

SWPRX returns outperform the peer average of 6.99% 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.