SWFCX Mutual Fund

SWFCX Mutual Fund

NAV$21.61
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Returns Overview

1 Month
-2.97%
3 Months
+0.32%
6 Months
+15.82%
YTD
+20.14%
1 Year
+32.53%
3 Years (annualized)
+25.25%
5 Years (annualized)
+12.97%
10 Years (annualized)
+9.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWFCX 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
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+20.14%
Peer Avg (YTD)
+9.29%
vs Peers
+10.85%

SWFCX Mutual Fund Performance

SWFCX performance across multiple time periods: 1-month -2.97%, YTD 20.14%, 1-year 32.53%, 3-year 25.25%, 5-year 12.97%, 10-year 9.56%.

SWFCX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.85%, investors should weigh costs against performance when evaluating this mutual fund.

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