SWYLX Mutual Fund

SWYLX Mutual Fund

NAV$14.74
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Returns Overview

1 Month
-0.68%
3 Months
+1.39%
6 Months
+3.56%
YTD
+4.60%
1 Year
+10.55%
3 Years (annualized)
+9.72%
5 Years (annualized)
+4.77%

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
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 2020Passive Composite Index(^SPTGT20P)
This Mutual Fund (YTD)
+4.60%
Peer Avg (YTD)
+6.99%
vs Peers
-2.39%

SWYLX Mutual Fund Performance

SWYLX performance across multiple time periods: 1-month -0.68%, YTD 4.60%, 1-year 10.55%, 3-year 9.72%, 5-year 4.77%.

SWYLX returns trail 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.

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