SWHYX Mutual Fund

SWHYX Mutual Fund

NAV$8.29
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Returns Overview

1 Month
-4.74%
3 Months
-7.03%
6 Months
-4.48%
YTD
-4.61%
1 Year
-2.99%
3 Years (annualized)
+3.40%
5 Years (annualized)
+0.08%
10 Years (annualized)
+1.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWHYX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-4.61%
Peer Avg (YTD)
-3.84%
vs Peers
-0.77%

SWHYX Mutual Fund Performance

SWHYX performance across multiple time periods: 1-month -4.74%, YTD -4.61%, 1-year -2.99%, 3-year 3.40%, 5-year 0.08%, 10-year 1.81%.

SWHYX returns trail the peer average of -3.84% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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