SWPXX Mutual Fund

SWPXX Mutual Fund

See how much of SWPXX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.31%
3 Months
+0.88%
6 Months
+1.73%
YTD
+2.03%
1 Year
+3.70%
3 Years (annualized)
+4.47%
5 Years (annualized)
+3.50%
10 Years (annualized)
+2.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWPXX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

This Mutual Fund (YTD)
+2.03%
Peer Avg (YTD)
+1.18%
vs Peers
+0.85%

SWPXX Mutual Fund Performance

SWPXX performance across multiple time periods: 1-month 0.31%, YTD 2.03%, 1-year 3.70%, 3-year 4.47%, 5-year 3.50%, 10-year 2.16%.

SWPXX returns outperform the peer average of 1.18% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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