SWSCX Mutual Fund

SWSCX Mutual Fund

NAV$25.79
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Returns Overview

1 Month
-2.34%
3 Months
+9.21%
6 Months
+18.78%
YTD
+23.32%
1 Year
+43.07%
3 Years (annualized)
+17.69%
5 Years (annualized)
+11.48%
10 Years (annualized)
+12.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWSCX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+23.32%
Peer Avg (YTD)
+15.31%
vs Peers
+8.01%

SWSCX Mutual Fund Performance

SWSCX performance across multiple time periods: 1-month -2.34%, YTD 23.32%, 1-year 43.07%, 3-year 17.69%, 5-year 11.48%, 10-year 12.13%.

SWSCX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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