SWQRX Mutual Fund

SWQRX Mutual Fund

NAV$14.80
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Returns Overview

1 Month
+0.07%
3 Months
+13.45%
6 Months
+11.87%
YTD
+11.02%
1 Year
+23.38%
3 Years (annualized)
+17.66%
5 Years (annualized)
+9.00%

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
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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 2065 Composite Index(^T2065CI)
This Mutual Fund (YTD)
+11.02%
Peer Avg (YTD)
+7.64%
vs Peers
+3.38%

SWQRX Mutual Fund Performance

SWQRX performance across multiple time periods: 1-month 0.07%, YTD 11.02%, 1-year 23.38%, 3-year 17.66%, 5-year 9.00%.

SWQRX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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