SWQRX Mutual Fund

SWQRX Mutual Fund

NAV$14.71
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Returns Overview

1 Month
-0.96%
3 Months
+3.16%
6 Months
+7.16%
YTD
+9.95%
1 Year
+21.59%
3 Years (annualized)
+16.56%
5 Years (annualized)
+8.96%

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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Target 2065 Composite Index(^T2065CI)
This Mutual Fund (YTD)
+9.95%
Peer Avg (YTD)
+6.99%
vs Peers
+2.95%

SWQRX Mutual Fund Performance

SWQRX performance across multiple time periods: 1-month -0.96%, YTD 9.95%, 1-year 21.59%, 3-year 16.56%, 5-year 8.96%.

SWQRX 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.

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