SWYLX Mutual Fund

NAV$14.78
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Returns Overview

3 Months
+6.32%
6 Months
+5.55%
YTD
+5.32%
1 Year
+11.79%
3 Years (annualized)
+10.47%
5 Years (annualized)
+5.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYLX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Target 2020Passive Composite Index(^SPTGT20P)
This Mutual Fund (YTD)
+5.32%
Peer Avg (YTD)
+7.64%
vs Peers
-2.32%

SWYLX Mutual Fund Performance

SWYLX performance across multiple time periods: YTD 5.32%, 1-year 11.79%, 3-year 10.47%, 5-year 5.18%.

SWYLX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

SWYLX performance comparison shows side-by-side returns with another fund. SWYLX alternatives are available in the Mutual Fund Screener.