SWYAX Mutual Fund

SWYAX Mutual Fund

NAV$13.76
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Returns Overview

1 Month
-0.73%
3 Months
+0.96%
6 Months
+2.71%
YTD
+3.64%
1 Year
+8.94%
3 Years (annualized)
+8.69%
5 Years (annualized)
+4.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYAX 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
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📉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
Target 2010 Passive Composite Index(^SPTGT10P)
This Mutual Fund (YTD)
+3.64%
Peer Avg (YTD)
+6.99%
vs Peers
-3.35%

SWYAX Mutual Fund Performance

SWYAX performance across multiple time periods: 1-month -0.73%, YTD 3.64%, 1-year 8.94%, 3-year 8.69%, 5-year 4.04%.

SWYAX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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