SPWIX Mutual Fund

SPWIX Mutual Fund

NAV$32.59
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Returns Overview

1 Month
-4.30%
3 Months
-11.74%
6 Months
+7.55%
YTD
+5.63%
1 Year
+5.99%
3 Years (annualized)
+12.58%
5 Years (annualized)
+3.23%
10 Years (annualized)
+8.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPWIX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+5.63%
Peer Avg (YTD)
+10.34%
vs Peers
-4.72%

SPWIX Mutual Fund Performance

SPWIX performance across multiple time periods: 1-month -4.30%, YTD 5.63%, 1-year 5.99%, 3-year 12.58%, 5-year 3.23%, 10-year 8.51%.

SPWIX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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