SWYNX Mutual Fund

SWYNX Mutual Fund

NAV$25.74
See how much of SWYNX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.67%
3 Months
+3.68%
6 Months
+8.43%
YTD
+10.78%
1 Year
+21.71%
3 Years (annualized)
+17.02%
5 Years (annualized)
+9.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYNX 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 2060 Passive Composite Index(^SPTGT60P)
This Mutual Fund (YTD)
+10.78%
Peer Avg (YTD)
+6.99%
vs Peers
+3.78%

SWYNX Mutual Fund Performance

SWYNX performance across multiple time periods: 1-month -0.67%, YTD 10.78%, 1-year 21.71%, 3-year 17.02%, 5-year 9.87%.

SWYNX 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.

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