SWYHX Mutual Fund

SWYHX Mutual Fund

NAV$23.88
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Returns Overview

1 Month
-0.64%
3 Months
+3.23%
6 Months
+7.41%
YTD
+9.53%
1 Year
+19.42%
3 Years (annualized)
+15.70%
5 Years (annualized)
+8.97%

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
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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)
+9.53%
Peer Avg (YTD)
+6.99%
vs Peers
+2.54%

SWYHX Mutual Fund Performance

SWYHX performance across multiple time periods: 1-month -0.64%, YTD 9.53%, 1-year 19.42%, 3-year 15.70%, 5-year 8.97%.

SWYHX returns outperform 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.

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