SEWIX Mutual Fund

NAV$19.25

Returns Overview

1 Month
+0.04%
3 Months
+9.68%
6 Months
+10.91%
YTD
+10.52%
1 Year
+25.42%
3 Years (annualized)
+17.40%
5 Years (annualized)
+10.23%
10 Years (annualized)
+10.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SEWIX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Developed ex US BMI Index NR USD(^SPCBMIGRWUUSD.NTR)
This Mutual Fund (YTD)
+10.52%
Peer Avg (YTD)
+9.49%
vs Peers
+1.03%

SEWIX Mutual Fund Performance

SEWIX performance across multiple time periods: 1-month 0.04%, YTD 10.52%, 1-year 25.42%, 3-year 17.40%, 5-year 10.23%, 10-year 10.24%.

SEWIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

SEWIX performance comparison shows side-by-side returns with another fund. SEWIX alternatives are available in the Mutual Fund Screener.