SWYEX ETF

$17.93

Returns Overview

1 Month
+1.56%
3 Months
+3.58%
6 Months
+7.77%
YTD
+2.94%
1 Year
+15.30%
3 Years
+13.98%
5 Years
+7.50%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SWYEX 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
Target 2030Passive Composite Index(^SPTGT30P)
This ETF (YTD)
+2.94%
Peer Avg (YTD)
+3.25%
vs Peers
-0.31%

SWYEX ETF Performance

SWYEX performance across multiple time periods: 1-month 1.56%, YTD 2.94%, 1-year 15.30%, 3-year 13.98%, 5-year 7.50%.

SWYEX returns trail the peer average of 3.25% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.56%N/A
3 Months+3.58%N/A
6 Months+7.77%N/A
1 Year+15.30%N/A
3 Years+13.98%N/A
5 Years+7.50%N/A

All returns shown are total returns, not annualized