SWYOX Mutual Fund

SWYOX Mutual Fund

NAV$16.60
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Returns Overview

1 Month
-1.67%
3 Months
-0.06%
6 Months
+13.92%
YTD
+11.75%
1 Year
+15.79%
3 Years (annualized)
+19.29%
5 Years (annualized)
+10.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYOX 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 2065 Passive Composite Index(^T2065PCI)
This Mutual Fund (YTD)
+11.75%
Peer Avg (YTD)
+7.09%
vs Peers
+4.67%

SWYOX Mutual Fund Performance

SWYOX performance across multiple time periods: 1-month -1.67%, YTD 11.75%, 1-year 15.79%, 3-year 19.29%, 5-year 10.07%.

SWYOX 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.

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