SWYGX Mutual Fund

SWYGX Mutual Fund

NAV$21.62
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Returns Overview

1 Month
-0.27%
3 Months
-0.14%
6 Months
+2.76%
YTD
+8.44%
1 Year
+10.03%
3 Years (annualized)
+18.25%
5 Years (annualized)
+7.75%
10 Years (annualized)
+10.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYGX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+8.44%
Peer Avg (YTD)
+6.70%
vs Peers
+1.75%

SWYGX Mutual Fund Performance

SWYGX performance across multiple time periods: 1-month -0.27%, YTD 8.44%, 1-year 10.03%, 3-year 18.25%, 5-year 7.75%, 10-year 10.42%.

SWYGX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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