SWAGX Mutual Fund

NAV$8.78

Returns Overview

1 Month
-1.90%
3 Months
-1.46%
6 Months
-2.77%
YTD
-2.66%
1 Year
+3.72%
3 Years (annualized)
+4.09%
5 Years (annualized)
-0.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWAGX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.66%
Peer Avg (YTD)
+3.23%
vs Peers
-5.89%

SWAGX Mutual Fund Performance

SWAGX performance across multiple time periods: 1-month -1.90%, YTD -2.66%, 1-year 3.72%, 3-year 4.09%, 5-year -0.06%.

SWAGX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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