SWHCX Mutual Fund

SWHCX Mutual Fund

NAV$21.54
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Returns Overview

1 Month
-1.80%
3 Months
-0.09%
6 Months
+12.22%
YTD
+9.79%
1 Year
+12.61%
3 Years (annualized)
+16.96%
5 Years (annualized)
+8.12%
10 Years (annualized)
+10.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWHCX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+9.79%
Peer Avg (YTD)
+6.10%
vs Peers
+3.69%

SWHCX Mutual Fund Performance

SWHCX performance across multiple time periods: 1-month -1.80%, YTD 9.79%, 1-year 12.61%, 3-year 16.96%, 5-year 8.12%, 10-year 10.49%.

SWHCX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.90%, investors should weigh costs against performance when evaluating this mutual fund.

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