SEWIX Mutual Fund

SEWIX Mutual Fund

NAV$18.58
See how much of SEWIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.79%
3 Months
+0.46%
6 Months
+10.19%
YTD
+11.02%
1 Year
+17.12%
3 Years (annualized)
+18.84%
5 Years (annualized)
+10.79%
10 Years (annualized)
+10.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEWIX 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
S&P Developed ex US BMI Index NR USD(^SPCBMIGRWUUSD.NTR)
This Mutual Fund (YTD)
+11.02%
Peer Avg (YTD)
+10.00%
vs Peers
+1.03%

SEWIX Mutual Fund Performance

SEWIX performance across multiple time periods: 1-month -3.79%, YTD 11.02%, 1-year 17.12%, 3-year 18.84%, 5-year 10.79%, 10-year 10.54%.

SEWIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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