SLWTX Mutual Fund

NAV$9.99

Returns Overview

3 Months
+0.63%
6 Months
+1.54%
YTD
+1.54%
1 Year
+2.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SLWTX 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

This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+0.99%
vs Peers
+0.55%

SLWTX Mutual Fund Performance

SLWTX performance across multiple time periods: YTD 1.54%, 1-year 2.23%.

SLWTX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.23%, investors should weigh costs against performance when evaluating this mutual fund.

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