SPWCX Mutual Fund

SPWCX Mutual Fund

NAV$9.79
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Returns Overview

1 Month
-2.60%
3 Months
-4.98%
6 Months
+14.74%
YTD
+10.07%
1 Year
+11.30%
3 Years (annualized)
+15.35%
5 Years (annualized)
+3.72%
10 Years (annualized)
+10.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPWCX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.07%
Peer Avg (YTD)
+9.98%
vs Peers
+0.08%

SPWCX Mutual Fund Performance

SPWCX performance across multiple time periods: 1-month -2.60%, YTD 10.07%, 1-year 11.30%, 3-year 15.35%, 5-year 3.72%, 10-year 10.70%.

SPWCX returns outperform the peer average of 9.98% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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