SWSFX Mutual Fund

SWSFX Mutual Fund

NAV$10.30
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Returns Overview

1 Month
+0.33%
3 Months
+0.98%
6 Months
+1.71%
YTD
+2.18%
1 Year
+4.28%
3 Years (annualized)
+5.32%
5 Years (annualized)
+3.60%
10 Years (annualized)
+2.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWSFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1 Year US Treasury Note Index(^IBML1YUTRSN)
This Mutual Fund (YTD)
+2.18%
Peer Avg (YTD)
+0.12%
vs Peers
+2.06%

SWSFX Mutual Fund Performance

SWSFX performance across multiple time periods: 1-month 0.33%, YTD 2.18%, 1-year 4.28%, 3-year 5.32%, 5-year 3.60%, 10-year 2.74%.

SWSFX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.26%, investors should weigh costs against performance when evaluating this mutual fund.

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