SWYHX Mutual Fund

SWYHX Mutual Fund

NAV$23.64
See how much of SWYHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.06%
3 Months
+1.49%
6 Months
+7.69%
YTD
+11.78%
1 Year
+18.61%
3 Years (annualized)
+17.47%
5 Years (annualized)
+8.99%
10 Years (annualized)
+11.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYHX 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
Target 2045 Passive Composite Index(^SPTGT45P)
This Mutual Fund (YTD)
+11.78%
Peer Avg (YTD)
+8.76%
vs Peers
+3.03%

SWYHX Mutual Fund Performance

SWYHX performance across multiple time periods: 1-month 2.06%, YTD 11.78%, 1-year 18.61%, 3-year 17.47%, 5-year 8.99%, 10-year 11.09%.

SWYHX returns outperform 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.

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