SWCGX Mutual Fund

SWCGX Mutual Fund

NAV$16.00
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Returns Overview

1 Month
+0.94%
3 Months
-0.17%
6 Months
+0.92%
YTD
+4.09%
1 Year
+5.14%
3 Years (annualized)
+11.33%
5 Years (annualized)
+3.79%
10 Years (annualized)
+5.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWCGX 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)
+4.09%
Peer Avg (YTD)
+3.07%
vs Peers
+1.02%

SWCGX Mutual Fund Performance

SWCGX performance across multiple time periods: 1-month 0.94%, YTD 4.09%, 1-year 5.14%, 3-year 11.33%, 5-year 3.79%, 10-year 5.61%.

SWCGX returns outperform the peer average of 3.07% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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