SWRLX Mutual Fund

NAV$24.65

Returns Overview

1 Month
+0.41%
3 Months
+15.63%
6 Months
+21.44%
YTD
+20.13%
1 Year
+51.29%
3 Years (annualized)
+28.29%
5 Years (annualized)
+14.92%
10 Years (annualized)
+12.25%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+20.13%
Peer Avg (YTD)
+9.13%
vs Peers
+11.00%

SWRLX Mutual Fund Performance

SWRLX performance across multiple time periods: 1-month 0.41%, YTD 20.13%, 1-year 51.29%, 3-year 28.29%, 5-year 14.92%, 10-year 12.25%.

SWRLX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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