SWYMX Mutual Fund

SWYMX Mutual Fund

NAV$24.76
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Returns Overview

1 Month
-0.66%
3 Months
+3.47%
6 Months
+7.91%
YTD
+10.17%
1 Year
+20.62%
3 Years (annualized)
+16.37%
5 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYMX 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 2050 Passive Composite Index(^SPTGT50P)
This Mutual Fund (YTD)
+10.17%
Peer Avg (YTD)
+6.99%
vs Peers
+3.18%

SWYMX Mutual Fund Performance

SWYMX performance across multiple time periods: 1-month -0.66%, YTD 10.17%, 1-year 20.62%, 3-year 16.37%, 5-year 9.42%.

SWYMX 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.

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