SWSAX Mutual Fund

SWSAX Mutual Fund

NAV$6.70
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Returns Overview

1 Month
-45.83%
3 Months
-46.99%
6 Months
-44.66%
YTD
-44.81%
1 Year
-40.74%
3 Years (annualized)
-10.30%
5 Years (annualized)
+1.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWSAX 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
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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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
-44.81%
Peer Avg (YTD)
-5.51%
vs Peers
-39.30%

SWSAX Mutual Fund Performance

SWSAX performance across multiple time periods: 1-month -45.83%, YTD -44.81%, 1-year -40.74%, 3-year -10.30%, 5-year 1.78%.

SWSAX returns trail the peer average of -5.51% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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