SWYBX Mutual Fund

SWYBX Mutual Fund

NAV$14.27
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Returns Overview

1 Month
-0.78%
3 Months
+1.22%
6 Months
+3.23%
YTD
+4.22%
1 Year
+9.89%
3 Years (annualized)
+9.30%
5 Years (annualized)
+4.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYBX 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
Target 2015Passive Composite Index(^TPC)
This Mutual Fund (YTD)
+4.22%
Peer Avg (YTD)
+6.99%
vs Peers
-2.77%

SWYBX Mutual Fund Performance

SWYBX performance across multiple time periods: 1-month -0.78%, YTD 4.22%, 1-year 9.89%, 3-year 9.30%, 5-year 4.47%.

SWYBX 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.

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