SWPRX Mutual Fund

SWPRX Mutual Fund

NAV$20.20
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Returns Overview

1 Month
-1.77%
3 Months
-0.45%
6 Months
+12.65%
YTD
+10.30%
1 Year
+14.30%
3 Years (annualized)
+17.73%
5 Years (annualized)
+8.47%
10 Years (annualized)
+11.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWPRX 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 2060 Composite Index(^SPTGT60)
This Mutual Fund (YTD)
+10.30%
Peer Avg (YTD)
+7.09%
vs Peers
+3.21%

SWPRX Mutual Fund Performance

SWPRX performance across multiple time periods: 1-month -1.77%, YTD 10.30%, 1-year 14.30%, 3-year 17.73%, 5-year 8.47%, 10-year 11.07%.

SWPRX returns outperform the peer average of 7.09% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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