SWOBX Mutual Fund

SWOBX Mutual Fund

NAV$18.95
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Returns Overview

1 Month
-1.27%
3 Months
-0.64%
6 Months
+7.83%
YTD
+4.58%
1 Year
+6.88%
3 Years (annualized)
+12.37%
5 Years (annualized)
+5.64%
10 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWOBX 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)
+4.58%
Peer Avg (YTD)
+4.96%
vs Peers
-0.39%

SWOBX Mutual Fund Performance

SWOBX performance across multiple time periods: 1-month -1.27%, YTD 4.58%, 1-year 6.88%, 3-year 12.37%, 5-year 5.64%, 10-year 8.57%.

SWOBX returns trail the peer average of 4.96% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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