SWORX Mutual Fund

SWORX Mutual Fund

NAV$22.03
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Returns Overview

1 Month
-1.84%
3 Months
-0.50%
6 Months
+12.23%
YTD
+9.91%
1 Year
+13.84%
3 Years (annualized)
+17.36%
5 Years (annualized)
+8.31%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWORX 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
Target 2055 Composite Index(^SPTGT55)
This Mutual Fund (YTD)
+9.91%
Peer Avg (YTD)
+7.09%
vs Peers
+2.83%

SWORX Mutual Fund Performance

SWORX performance across multiple time periods: 1-month -1.84%, YTD 9.91%, 1-year 13.84%, 3-year 17.36%, 5-year 8.31%, 10-year 10.87%.

SWORX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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