SWJRX Mutual Fund

SWJRX Mutual Fund

NAV$10.78
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Returns Overview

1 Month
-3.73%
3 Months
-1.25%
6 Months
+1.17%
YTD
+4.71%
1 Year
+7.62%
3 Years (annualized)
+10.24%
5 Years (annualized)
+2.88%
10 Years (annualized)
+4.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWJRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.71%
Peer Avg (YTD)
+2.46%
vs Peers
+2.25%

SWJRX Mutual Fund Performance

SWJRX performance across multiple time periods: 1-month -3.73%, YTD 4.71%, 1-year 7.62%, 3-year 10.24%, 5-year 2.88%, 10-year 4.73%.

SWJRX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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