SWSCX Mutual Fund

NAV$26.00

Returns Overview

1 Month
+7.72%
3 Months
+25.42%
6 Months
+27.13%
YTD
+26.27%
1 Year
+60.26%
3 Years (annualized)
+23.68%
5 Years (annualized)
+13.21%
10 Years (annualized)
+13.23%

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
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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+26.27%
Peer Avg (YTD)
+18.52%
vs Peers
+7.75%

SWSCX Mutual Fund Performance

SWSCX performance across multiple time periods: 1-month 7.72%, YTD 26.27%, 1-year 60.26%, 3-year 23.68%, 5-year 13.21%, 10-year 13.23%.

SWSCX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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