SWYJX Mutual Fund

SWYJX Mutual Fund

NAV$24.81
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Returns Overview

1 Month
-1.70%
3 Months
-0.16%
6 Months
+13.21%
YTD
+11.14%
1 Year
+15.08%
3 Years (annualized)
+18.71%
5 Years (annualized)
+9.72%
10 Years (annualized)
+11.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYJX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Target 2055 Passive Composite Index(^SPTGT55P)
This Mutual Fund (YTD)
+11.14%
Peer Avg (YTD)
+7.09%
vs Peers
+4.05%

SWYJX Mutual Fund Performance

SWYJX performance across multiple time periods: 1-month -1.70%, YTD 11.14%, 1-year 15.08%, 3-year 18.71%, 5-year 9.72%, 10-year 11.73%.

SWYJX returns outperform 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.

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