SWTSX Mutual Fund

SWTSX Mutual Fund

NAV$18.71
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Returns Overview

1 Month
+2.65%
3 Months
+1.75%
6 Months
+12.33%
YTD
+13.08%
1 Year
+20.09%
3 Years (annualized)
+19.14%
5 Years (annualized)
+10.18%
10 Years (annualized)
+12.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWTSX 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
Dow Jones US Total Stock Market Index(DWCF)
This Mutual Fund (YTD)
+13.08%
Peer Avg (YTD)
+11.21%
vs Peers
+1.87%

SWTSX Mutual Fund Performance

SWTSX performance across multiple time periods: 1-month 2.65%, YTD 13.08%, 1-year 20.09%, 3-year 19.14%, 5-year 10.18%, 10-year 12.81%.

SWTSX returns outperform the peer average of 11.21% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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