SWSFX Mutual Fund

SWSFX Mutual Fund

NAV$10.27
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Returns Overview

3 Months
+0.56%
6 Months
+1.32%
YTD
+2.13%
1 Year
+3.61%
3 Years (annualized)
+5.16%
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
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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)
+2.13%
Peer Avg (YTD)
+2.15%
vs Peers
-0.02%

SWSFX Mutual Fund Performance

SWSFX performance across multiple time periods: YTD 2.13%, 1-year 3.61%, 3-year 5.16%, 5-year 3.60%, 10-year 2.74%.

SWSFX returns trail the peer average of 2.15% 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.