SWQRX Mutual Fund

SWQRX Mutual Fund

NAV$14.19
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Returns Overview

1 Month
-1.52%
3 Months
-0.97%
6 Months
+2.15%
YTD
+8.88%
1 Year
+11.11%
3 Years (annualized)
+19.80%
5 Years (annualized)
+7.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWQRX 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
Target 2065 Composite Index(^T2065CI)
This Mutual Fund (YTD)
+8.88%
Peer Avg (YTD)
+6.70%
vs Peers
+2.18%

SWQRX Mutual Fund Performance

SWQRX performance across multiple time periods: 1-month -1.52%, YTD 8.88%, 1-year 11.11%, 3-year 19.80%, 5-year 7.89%.

SWQRX 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.

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