SAWMX Mutual Fund

SAWMX Mutual Fund

NAV$14.15
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Returns Overview

1 Month
-2.16%
3 Months
+0.29%
6 Months
+9.02%
YTD
+10.22%
1 Year
+14.86%
3 Years (annualized)
+15.50%
5 Years (annualized)
+9.13%
10 Years (annualized)
+8.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SAWMX 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
Worldwide Moderate Growth Composite Index(^WMGC)
This Mutual Fund (YTD)
+10.22%
Peer Avg (YTD)
+4.96%
vs Peers
+5.26%

SAWMX Mutual Fund Performance

SAWMX performance across multiple time periods: 1-month -2.16%, YTD 10.22%, 1-year 14.86%, 3-year 15.50%, 5-year 9.13%, 10-year 8.77%.

SAWMX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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