SWRLX Mutual Fund

SWRLX Mutual Fund

NAV$25.22
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Returns Overview

1 Month
-0.37%
3 Months
+6.81%
6 Months
+12.07%
YTD
+21.00%
1 Year
+45.02%
3 Years (annualized)
+23.14%
5 Years (annualized)
+13.02%
10 Years (annualized)
+10.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWRLX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+21.00%
Peer Avg (YTD)
+9.42%
vs Peers
+11.58%

SWRLX Mutual Fund Performance

SWRLX performance across multiple time periods: 1-month -0.37%, YTD 21.00%, 1-year 45.02%, 3-year 23.14%, 5-year 13.02%, 10-year 10.15%.

SWRLX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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