SWBGX Mutual Fund

SWBGX Mutual Fund

NAV$21.04
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Returns Overview

1 Month
+0.38%
3 Months
-0.24%
6 Months
+1.69%
YTD
+6.40%
1 Year
+7.81%
3 Years (annualized)
+14.63%
5 Years (annualized)
+5.90%
10 Years (annualized)
+7.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWBGX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+6.40%
Peer Avg (YTD)
+5.92%
vs Peers
+0.48%

SWBGX Mutual Fund Performance

SWBGX performance across multiple time periods: 1-month 0.38%, YTD 6.40%, 1-year 7.81%, 3-year 14.63%, 5-year 5.90%, 10-year 7.90%.

SWBGX returns outperform the peer average of 5.92% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

SWBGX vs another fund shows side-by-side returns. SWBGX alternatives are available in the Mutual Fund Screener.