SWRSX Mutual Fund

SWRSX Mutual Fund

NAV$9.79
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Returns Overview

3 Months
-1.09%
6 Months
-1.12%
YTD
+0.61%
1 Year
+0.98%
3 Years (annualized)
+3.96%
5 Years (annualized)
+0.33%
10 Years (annualized)
+2.67%

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
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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)
+0.61%
Peer Avg (YTD)
+2.15%
vs Peers
-1.55%

SWRSX Mutual Fund Performance

SWRSX performance across multiple time periods: YTD 0.61%, 1-year 0.98%, 3-year 3.96%, 5-year 0.33%, 10-year 2.67%.

SWRSX returns trail the peer average of 2.15% 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.