SWYDX Mutual Fund

SWYDX Mutual Fund

NAV$16.36
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Returns Overview

1 Month
-0.74%
3 Months
+1.45%
6 Months
+3.73%
YTD
+4.81%
1 Year
+10.91%
3 Years (annualized)
+10.13%
5 Years (annualized)
+5.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYDX 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 2025 Passive Composite Index(^SPTGT25P)
This Mutual Fund (YTD)
+4.81%
Peer Avg (YTD)
+6.99%
vs Peers
-2.18%

SWYDX Mutual Fund Performance

SWYDX performance across multiple time periods: 1-month -0.74%, YTD 4.81%, 1-year 10.91%, 3-year 10.13%, 5-year 5.10%.

SWYDX 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.

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