SWYFX ETF

$19.42
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Returns Overview

1 Month
+1.65%
3 Months
+4.11%
6 Months
+8.77%
YTD
+3.30%
1 Year
+17.38%
3 Years
+15.48%
5 Years
+8.50%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SWYFX 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 2035Passive Composite Index(^SPTGT35P)
This ETF (YTD)
+3.30%
Peer Avg (YTD)
+3.25%
vs Peers
+0.05%

SWYFX ETF Performance

SWYFX performance across multiple time periods: 1-month 1.65%, YTD 3.30%, 1-year 17.38%, 3-year 15.48%, 5-year 8.50%.

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

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.65%N/A
3 Months+4.11%N/A
6 Months+8.77%N/A
1 Year+17.38%N/A
3 Years+15.48%N/A
5 Years+8.50%N/A

All returns shown are total returns, not annualized