SWRSX Mutual Fund

NAV$10.19

Returns Overview

1 Month
-0.41%
3 Months
+0.84%
6 Months
+1.30%
YTD
+1.30%
1 Year
+3.34%
3 Years (annualized)
+3.95%
5 Years (annualized)
+0.95%
10 Years (annualized)
+2.78%

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

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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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.30%
Peer Avg (YTD)
+3.23%
vs Peers
-1.93%

SWRSX Mutual Fund Performance

SWRSX performance across multiple time periods: 1-month -0.41%, YTD 1.30%, 1-year 3.34%, 3-year 3.95%, 5-year 0.95%, 10-year 2.78%.

SWRSX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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