SWHFX Mutual Fund

SWHFX Mutual Fund

NAV$26.65
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Returns Overview

1 Month
-2.38%
3 Months
+1.87%
6 Months
+7.55%
YTD
+4.02%
1 Year
+15.11%
3 Years (annualized)
+9.09%
5 Years (annualized)
+4.54%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWHFX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.02%
Peer Avg (YTD)
+8.76%
vs Peers
-4.74%

SWHFX Mutual Fund Performance

SWHFX performance across multiple time periods: 1-month -2.38%, YTD 4.02%, 1-year 15.11%, 3-year 9.09%, 5-year 4.54%, 10-year 9.04%.

SWHFX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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