SWGRX Mutual Fund

SWGRX Mutual Fund

NAV$11.37
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Returns Overview

1 Month
-2.00%
3 Months
-1.74%
6 Months
+3.68%
YTD
+2.55%
1 Year
+4.40%
3 Years (annualized)
+8.77%
5 Years (annualized)
+3.45%
10 Years (annualized)
+5.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWGRX 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 2015 Composite Index(^SPTGT15)
This Mutual Fund (YTD)
+2.55%
Peer Avg (YTD)
+7.09%
vs Peers
-4.54%

SWGRX Mutual Fund Performance

SWGRX performance across multiple time periods: 1-month -2.00%, YTD 2.55%, 1-year 4.40%, 3-year 8.77%, 5-year 3.45%, 10-year 5.59%.

SWGRX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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