SWRRX Mutual Fund

SWRRX Mutual Fund

NAV$10.72
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Returns Overview

1 Month
-0.95%
3 Months
+3.26%

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
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📉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 2070 Composite Index

SWRRX Mutual Fund Performance

SWRRX performance across multiple time periods: 1-month -0.95%.

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