SWQRX Mutual Fund

SWQRX Mutual Fund

NAV$14.57
See how much of SWQRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.77%
3 Months
-0.41%
6 Months
+12.98%
YTD
+10.56%
1 Year
+14.74%
3 Years (annualized)
+17.97%
5 Years (annualized)
+8.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWQRX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Target 2065 Composite Index(^T2065CI)
This Mutual Fund (YTD)
+10.56%
Peer Avg (YTD)
+7.09%
vs Peers
+3.47%

SWQRX Mutual Fund Performance

SWQRX performance across multiple time periods: 1-month -1.77%, YTD 10.56%, 1-year 14.74%, 3-year 17.97%, 5-year 8.62%.

SWQRX 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.

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