SWTSX Mutual Fund

NAV$18.78
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Returns Overview

1 Month
-0.38%
3 Months
+15.70%
6 Months
+11.04%
YTD
+10.71%
1 Year
+23.01%
3 Years (annualized)
+20.39%
5 Years (annualized)
+12.21%
10 Years (annualized)
+14.96%

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

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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
Dow Jones US Total Stock Market Index(DWCF)
This Mutual Fund (YTD)
+10.71%
Peer Avg (YTD)
+9.51%
vs Peers
+1.20%

SWTSX Mutual Fund Performance

SWTSX performance across multiple time periods: 1-month -0.38%, YTD 10.71%, 1-year 23.01%, 3-year 20.39%, 5-year 12.21%, 10-year 14.96%.

SWTSX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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