SWRSX Mutual Fund

SWRSX Mutual Fund

NAV$9.92
See how much of SWRSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.55%
3 Months
-0.09%
6 Months
-0.99%
YTD
+0.52%
1 Year
+0.18%
3 Years (annualized)
+4.86%
5 Years (annualized)
+0.23%
10 Years (annualized)
+2.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWRSX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.52%
Peer Avg (YTD)
+1.93%
vs Peers
-1.41%

SWRSX Mutual Fund Performance

SWRSX performance across multiple time periods: 1-month 2.55%, YTD 0.52%, 1-year 0.18%, 3-year 4.86%, 5-year 0.23%, 10-year 2.26%.

SWRSX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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