SWVXX Mutual Fund

SWVXX Mutual Fund

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Returns Overview

1 Month
+0.32%
3 Months
+0.90%
6 Months
+1.75%
YTD
+2.05%
1 Year
+3.75%
3 Years (annualized)
+4.52%
5 Years (annualized)
+3.57%
10 Years (annualized)
+2.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWVXX 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
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+2.05%
Peer Avg (YTD)
+1.18%
vs Peers
+0.88%

SWVXX Mutual Fund Performance

SWVXX performance across multiple time periods: 1-month 0.32%, YTD 2.05%, 1-year 3.75%, 3-year 4.52%, 5-year 3.57%, 10-year 2.31%.

SWVXX returns outperform the peer average of 1.18% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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