SWASX ETF

$7.05

Returns Overview

1 Month
+3.99%
3 Months
+6.19%
6 Months
+9.55%
YTD
+3.69%
1 Year
+15.21%
3 Years
+5.46%
5 Years
+3.89%
10 Years
+4.51%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SWASX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
FTSE EPRA/ NAREIT Global Index(TENHGU)
This ETF (YTD)
+3.69%
Peer Avg (YTD)
+2.68%
vs Peers
+1.00%

SWASX ETF Performance

SWASX performance across multiple time periods: 1-month 3.99%, YTD 3.69%, 1-year 15.21%, 3-year 5.46%, 5-year 3.89%, 10-year 4.51%.

SWASX returns outperform the peer average of 2.68% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this ETF.

SWASX performance comparison shows side-by-side returns with another fund. SWASX alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.99%N/A
3 Months+6.19%N/A
6 Months+9.55%N/A
1 Year+15.21%N/A
3 Years+5.46%N/A
5 Years+3.89%N/A

All returns shown are total returns, not annualized