SWDRX Mutual Fund

SWDRX Mutual Fund

NAV$18.11
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Returns Overview

1 Month
-1.97%
3 Months
-1.21%
6 Months
+6.46%
YTD
+4.85%
1 Year
+7.44%
3 Years (annualized)
+12.87%
5 Years (annualized)
+5.85%
10 Years (annualized)
+8.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWDRX 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
Target 2030 Composite Index(^SPTGT30)
This Mutual Fund (YTD)
+4.85%
Peer Avg (YTD)
+7.09%
vs Peers
-2.24%

SWDRX Mutual Fund Performance

SWDRX performance across multiple time periods: 1-month -1.97%, YTD 4.85%, 1-year 7.44%, 3-year 12.87%, 5-year 5.85%, 10-year 8.34%.

SWDRX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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