SWMRX Mutual Fund

SWMRX Mutual Fund

NAV$20.65
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Returns Overview

1 Month
-1.82%
3 Months
-0.63%
6 Months
+10.83%
YTD
+8.59%
1 Year
+12.22%
3 Years (annualized)
+16.33%
5 Years (annualized)
+7.80%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWMRX 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
Target 2045 Composite Index(^SPTGT45)
This Mutual Fund (YTD)
+8.59%
Peer Avg (YTD)
+7.09%
vs Peers
+1.51%

SWMRX Mutual Fund Performance

SWMRX performance across multiple time periods: 1-month -1.82%, YTD 8.59%, 1-year 12.22%, 3-year 16.33%, 5-year 7.80%, 10-year 10.33%.

SWMRX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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