SWYOX Mutual Fund

SWYOX Mutual Fund

NAV$16.80
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Returns Overview

1 Month
-0.67%
3 Months
+3.74%
6 Months
+8.57%
YTD
+11.07%
1 Year
+22.18%
3 Years (annualized)
+17.25%
5 Years (annualized)
+10.03%

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
PROUpgrade to run
🏦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)
+11.07%
Peer Avg (YTD)
+6.99%
vs Peers
+4.08%

SWYOX Mutual Fund Performance

SWYOX performance across multiple time periods: 1-month -0.67%, YTD 11.07%, 1-year 22.18%, 3-year 17.25%, 5-year 10.03%.

SWYOX 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.

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