SWHGX Mutual Fund

SWHGX Mutual Fund

NAV$29.55
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Returns Overview

1 Month
-1.88%
3 Months
-0.24%
6 Months
+10.01%
YTD
+8.82%
1 Year
+12.07%
3 Years (annualized)
+18.58%
5 Years (annualized)
+9.95%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWHGX 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
PROUpgrade to run
🏦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)
+8.82%
Peer Avg (YTD)
+6.10%
vs Peers
+2.72%

SWHGX Mutual Fund Performance

SWHGX performance across multiple time periods: 1-month -1.88%, YTD 8.82%, 1-year 12.07%, 3-year 18.58%, 5-year 9.95%, 10-year 10.87%.

SWHGX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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