SWSCX Mutual Fund

SWSCX Mutual Fund

NAV$24.69
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Returns Overview

1 Month
-3.54%
3 Months
-6.05%
6 Months
+17.83%
YTD
+18.63%
1 Year
+24.13%
3 Years (annualized)
+19.19%
5 Years (annualized)
+10.76%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWSCX 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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.63%
Peer Avg (YTD)
+10.34%
vs Peers
+8.28%

SWSCX Mutual Fund Performance

SWSCX performance across multiple time periods: 1-month -3.54%, YTD 18.63%, 1-year 24.13%, 3-year 19.19%, 5-year 10.76%, 10-year 11.18%.

SWSCX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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