SWLGX Mutual Fund

SWLGX Mutual Fund

NAV$18.91
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Returns Overview

1 Month
+2.14%
3 Months
+0.92%
6 Months
+17.84%
YTD
+6.58%
1 Year
+7.50%
3 Years (annualized)
+21.08%
5 Years (annualized)
+11.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWLGX 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)
+6.58%
Peer Avg (YTD)
+8.68%
vs Peers
-2.10%

SWLGX Mutual Fund Performance

SWLGX performance across multiple time periods: 1-month 2.14%, YTD 6.58%, 1-year 7.50%, 3-year 21.08%, 5-year 11.85%.

SWLGX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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