SWWXX Mutual Fund

SWWXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.18%
3 Months
+0.57%
6 Months
+1.03%
YTD
+1.03%
1 Year
+2.25%
3 Years (annualized)
+2.83%
5 Years (annualized)
+2.12%
10 Years (annualized)
+1.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWWXX 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
Bloomberg Barclays US Treasury Bill Index(LUATTRUU)
This Mutual Fund (YTD)
+1.03%
Peer Avg (YTD)
+1.70%
vs Peers
-0.67%

SWWXX Mutual Fund Performance

SWWXX performance across multiple time periods: 1-month 0.18%, YTD 1.03%, 1-year 2.25%, 3-year 2.83%, 5-year 2.12%, 10-year 1.39%.

SWWXX 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.

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