SWWXX Mutual Fund

SWWXX Mutual Fund

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Returns Overview

3 Months
+0.36%
6 Months
+0.90%
YTD
+1.58%
1 Year
+1.99%
3 Years (annualized)
+2.61%
5 Years (annualized)
+2.21%
10 Years (annualized)
+1.40%

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)
+1.58%
Peer Avg (YTD)
+2.21%
vs Peers
-0.64%

SWWXX Mutual Fund Performance

SWWXX performance across multiple time periods: YTD 1.58%, 1-year 1.99%, 3-year 2.61%, 5-year 2.21%, 10-year 1.40%.

SWWXX returns trail the peer average of 2.21% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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