SWYEX Mutual Fund

SWYEX Mutual Fund

NAV$18.86
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Returns Overview

1 Month
-1.89%
3 Months
-1.16%
6 Months
+7.10%
YTD
+5.83%
1 Year
+8.47%
3 Years (annualized)
+13.34%
5 Years (annualized)
+6.49%
10 Years (annualized)
+8.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYEX 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 2030Passive Composite Index(^SPTGT30P)
This Mutual Fund (YTD)
+5.83%
Peer Avg (YTD)
+7.09%
vs Peers
-1.26%

SWYEX Mutual Fund Performance

SWYEX performance across multiple time periods: 1-month -1.89%, YTD 5.83%, 1-year 8.47%, 3-year 13.34%, 5-year 6.49%, 10-year 8.77%.

SWYEX 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.

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