SPWYX Mutual Fund

SPWYX Mutual Fund

NAV$17.00
See how much of SPWYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.48%
3 Months
-4.68%
6 Months
+15.29%
YTD
+10.90%
1 Year
+12.42%
3 Years (annualized)
+16.53%
5 Years (annualized)
+5.03%
10 Years (annualized)
+11.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPWYX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+10.90%
Peer Avg (YTD)
+9.98%
vs Peers
+0.92%

SPWYX Mutual Fund Performance

SPWYX performance across multiple time periods: 1-month -2.48%, YTD 10.90%, 1-year 12.42%, 3-year 16.53%, 5-year 5.03%, 10-year 11.96%.

SPWYX returns outperform the peer average of 9.98% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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