SWRRX Mutual Fund

NAV$10.75

Returns Overview

1 Month
+0.09%
3 Months
+13.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWRRX 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
Target 2070 Composite Index

SWRRX Mutual Fund Performance

SWRRX performance across multiple time periods: 1-month 0.09%.

SWRRX returns can be compared against peers and benchmarks. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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