SWBGX Mutual Fund

SWBGX Mutual Fund

NAV$21.24
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Returns Overview

1 Month
-2.00%
3 Months
-0.99%
6 Months
+6.91%
YTD
+6.00%
1 Year
+8.59%
3 Years (annualized)
+12.93%
5 Years (annualized)
+6.34%
10 Years (annualized)
+7.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWBGX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.00%
Peer Avg (YTD)
+4.96%
vs Peers
+1.03%

SWBGX Mutual Fund Performance

SWBGX performance across multiple time periods: 1-month -2.00%, YTD 6.00%, 1-year 8.59%, 3-year 12.93%, 5-year 6.34%, 10-year 7.94%.

SWBGX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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