SWISX Mutual Fund

SWISX Mutual Fund

NAV$31.48
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Returns Overview

1 Month
-3.28%
3 Months
-0.06%
6 Months
+8.89%
YTD
+8.89%
1 Year
+14.80%
3 Years (annualized)
+18.31%
5 Years (annualized)
+9.39%
10 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWISX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.89%
Peer Avg (YTD)
+9.29%
vs Peers
-0.40%

SWISX Mutual Fund Performance

SWISX performance across multiple time periods: 1-month -3.28%, YTD 8.89%, 1-year 14.80%, 3-year 18.31%, 5-year 9.39%, 10-year 9.57%.

SWISX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

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