SWYDX Mutual Fund

SWYDX Mutual Fund

NAV$16.03
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Returns Overview

1 Month
+1.24%
3 Months
+0.49%
6 Months
+3.49%
YTD
+6.11%
1 Year
+10.20%
3 Years (annualized)
+11.17%
5 Years (annualized)
+5.12%
10 Years (annualized)
+7.52%

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)
+6.11%
Peer Avg (YTD)
+8.76%
vs Peers
-2.65%

SWYDX Mutual Fund Performance

SWYDX performance across multiple time periods: 1-month 1.24%, YTD 6.11%, 1-year 10.20%, 3-year 11.17%, 5-year 5.12%, 10-year 7.52%.

SWYDX returns trail the peer average of 8.76% 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.