SWSCX Mutual Fund

SWSCX Mutual Fund

NAV$24.96
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Returns Overview

1 Month
-0.27%
3 Months
+4.91%
6 Months
+16.34%
YTD
+22.98%
1 Year
+31.39%
3 Years (annualized)
+19.19%
5 Years (annualized)
+10.76%
10 Years (annualized)
+11.18%

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
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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+22.98%
Peer Avg (YTD)
+15.20%
vs Peers
+7.78%

SWSCX Mutual Fund Performance

SWSCX performance across multiple time periods: 1-month -0.27%, YTD 22.98%, 1-year 31.39%, 3-year 19.19%, 5-year 10.76%, 10-year 11.18%.

SWSCX returns outperform the peer average of 15.20% 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.