SWAGX Mutual Fund

SWAGX Mutual Fund

NAV$8.54
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Returns Overview

1 Month
-2.60%
3 Months
-3.54%
6 Months
-2.84%
YTD
-2.72%
1 Year
-1.94%
3 Years (annualized)
+4.04%
5 Years (annualized)
-0.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWAGX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.72%
Peer Avg (YTD)
+0.50%
vs Peers
-3.22%

SWAGX Mutual Fund Performance

SWAGX performance across multiple time periods: 1-month -2.60%, YTD -2.72%, 1-year -1.94%, 3-year 4.04%, 5-year -0.44%.

SWAGX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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