SWYAX Mutual Fund

SWYAX Mutual Fund

NAV$13.85
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Returns Overview

3 Months
+5.20%
6 Months
+4.56%
YTD
+4.40%
1 Year
+10.16%
3 Years (annualized)
+9.38%
5 Years (annualized)
+4.44%

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
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
Target 2010 Passive Composite Index(^SPTGT10P)
This Mutual Fund (YTD)
+4.40%
Peer Avg (YTD)
+7.64%
vs Peers
-3.24%

SWYAX Mutual Fund Performance

SWYAX performance across multiple time periods: YTD 4.40%, 1-year 10.16%, 3-year 9.38%, 5-year 4.44%.

SWYAX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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