SWYOX Mutual Fund

SWYOX Mutual Fund

NAV$16.28
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Returns Overview

1 Month
-1.03%
3 Months
-0.43%
6 Months
+3.30%
YTD
+10.60%
1 Year
+12.58%
3 Years (annualized)
+21.24%
5 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYOX 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 2065 Passive Composite Index(^T2065PCI)
This Mutual Fund (YTD)
+10.60%
Peer Avg (YTD)
+6.70%
vs Peers
+3.90%

SWYOX Mutual Fund Performance

SWYOX performance across multiple time periods: 1-month -1.03%, YTD 10.60%, 1-year 12.58%, 3-year 21.24%, 5-year 9.29%.

SWYOX returns outperform the peer average of 6.70% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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