SWYMX Mutual Fund

SWYMX Mutual Fund

NAV$24.47
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Returns Overview

1 Month
-1.74%
3 Months
-0.25%
6 Months
+12.69%
YTD
+10.63%
1 Year
+14.45%
3 Years (annualized)
+18.28%
5 Years (annualized)
+9.46%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYMX 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 2050 Passive Composite Index(^SPTGT50P)
This Mutual Fund (YTD)
+10.63%
Peer Avg (YTD)
+7.09%
vs Peers
+3.54%

SWYMX Mutual Fund Performance

SWYMX performance across multiple time periods: 1-month -1.74%, YTD 10.63%, 1-year 14.45%, 3-year 18.28%, 5-year 9.46%, 10-year 11.48%.

SWYMX 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.

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