SWWXX Mutual Fund

SWWXX Mutual Fund

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Returns Overview

1 Month
+0.18%
3 Months
+0.54%
6 Months
+1.08%
YTD
+1.21%
1 Year
+2.25%
3 Years (annualized)
+2.71%
5 Years (annualized)
+2.13%
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
PROUpgrade to run
🏦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)
+1.21%
Peer Avg (YTD)
+1.18%
vs Peers
+0.04%

SWWXX Mutual Fund Performance

SWWXX performance across multiple time periods: 1-month 0.18%, YTD 1.21%, 1-year 2.25%, 3-year 2.71%, 5-year 2.13%, 10-year 1.39%.

SWWXX 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.

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