SPWCX Mutual Fund

NAV$9.72

Returns Overview

1 Month
-3.09%
3 Months
+2.64%
6 Months
+5.19%
YTD
+9.95%
1 Year
+27.21%
3 Years (annualized)
+15.90%
5 Years (annualized)
+4.61%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SPWCX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+9.95%
Peer Avg (YTD)
+9.51%
vs Peers
+0.45%

SPWCX Mutual Fund Performance

SPWCX performance across multiple time periods: 1-month -3.09%, YTD 9.95%, 1-year 27.21%, 3-year 15.90%, 5-year 4.61%, 10-year 11.45%.

SPWCX returns outperform the peer average of 9.51% YTD. With an expense ratio of 2.06%, investors should weigh costs against performance when evaluating this mutual fund.

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