SWLSX Mutual Fund

SWLSX Mutual Fund

NAV$48.05
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Returns Overview

1 Month
+2.44%
3 Months
+2.22%
6 Months
+23.20%
YTD
+11.92%
1 Year
+13.85%
3 Years (annualized)
+21.83%
5 Years (annualized)
+12.67%
10 Years (annualized)
+16.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWLSX 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)
+11.92%
Peer Avg (YTD)
+8.68%
vs Peers
+3.24%

SWLSX Mutual Fund Performance

SWLSX performance across multiple time periods: 1-month 2.44%, YTD 11.92%, 1-year 13.85%, 3-year 21.83%, 5-year 12.67%, 10-year 16.18%.

SWLSX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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