SWSSX Mutual Fund

SWSSX Mutual Fund

NAV$45.08
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Returns Overview

1 Month
-5.25%
3 Months
-7.21%
6 Months
+12.72%
YTD
+12.55%
1 Year
+16.24%
3 Years (annualized)
+17.53%
5 Years (annualized)
+6.91%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWSSX 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)
+12.55%
Peer Avg (YTD)
+10.34%
vs Peers
+2.21%

SWSSX Mutual Fund Performance

SWSSX performance across multiple time periods: 1-month -5.25%, YTD 12.55%, 1-year 16.24%, 3-year 17.53%, 5-year 6.91%, 10-year 10.61%.

SWSSX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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