SWTXX Mutual Fund

NAV$1.00

Returns Overview

1 Month
+0.18%
3 Months
+0.57%
6 Months
+1.03%
YTD
+1.03%
1 Year
+2.25%
3 Years (annualized)
+2.65%
5 Years (annualized)
+1.94%
10 Years (annualized)
+1.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWTXX 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

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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
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+1.03%
Peer Avg (YTD)
+1.70%
vs Peers
-0.67%

SWTXX Mutual Fund Performance

SWTXX performance across multiple time periods: 1-month 0.18%, YTD 1.03%, 1-year 2.25%, 3-year 2.65%, 5-year 1.94%, 10-year 1.30%.

SWTXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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