SWPXX Mutual Fund

SWPXX Mutual Fund

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Returns Overview

1 Month
+0.29%
3 Months
+0.87%
6 Months
+1.74%
YTD
+2.60%
1 Year
+3.59%
3 Years (annualized)
+4.26%
5 Years (annualized)
+3.33%
10 Years (annualized)
+2.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWPXX 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

This Mutual Fund (YTD)
+2.60%
Peer Avg (YTD)
+2.35%
vs Peers
+0.25%

SWPXX Mutual Fund Performance

SWPXX performance across multiple time periods: 1-month 0.29%, YTD 2.60%, 1-year 3.59%, 3-year 4.26%, 5-year 3.33%, 10-year 2.16%.

SWPXX returns outperform the peer average of 2.35% YTD. With an expense ratio of 0.27%, investors should weigh costs against performance when evaluating this mutual fund.

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