SWYBX Mutual Fund

SWYBX Mutual Fund

NAV$14.07
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Returns Overview

1 Month
-1.97%
3 Months
-1.62%
6 Months
+4.18%
YTD
+3.33%
1 Year
+5.26%
3 Years (annualized)
+10.17%
5 Years (annualized)
+4.53%
10 Years (annualized)
+6.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYBX 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 2015Passive Composite Index(^TPC)
This Mutual Fund (YTD)
+3.33%
Peer Avg (YTD)
+7.09%
vs Peers
-3.76%

SWYBX Mutual Fund Performance

SWYBX performance across multiple time periods: 1-month -1.97%, YTD 3.33%, 1-year 5.26%, 3-year 10.17%, 5-year 4.53%, 10-year 6.13%.

SWYBX returns trail the peer average of 7.09% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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