SWYPX Mutual Fund

SWYPX Mutual Fund

NAV$10.74
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Returns Overview

1 Month
-1.75%
3 Months
-0.09%
6 Months
+13.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYPX 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 2070 Composite Index

SWYPX Mutual Fund Performance

SWYPX performance across multiple time periods: 1-month -1.75%.

SWYPX returns can be compared against peers and benchmarks. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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