SWCRX Mutual Fund

NAV$13.61

Returns Overview

1 Month
+0.07%
3 Months
+5.86%
6 Months
+4.88%
YTD
+4.71%
1 Year
+10.98%
3 Years (annualized)
+8.78%
5 Years (annualized)
+3.91%
10 Years (annualized)
+6.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWCRX 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

Benchmark
Target 2020 Composite Index(^SPTGT20)
This Mutual Fund (YTD)
+4.71%
Peer Avg (YTD)
+7.64%
vs Peers
-2.93%

SWCRX Mutual Fund Performance

SWCRX performance across multiple time periods: 1-month 0.07%, YTD 4.71%, 1-year 10.98%, 3-year 8.78%, 5-year 3.91%, 10-year 6.21%.

SWCRX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.28%, investors should weigh costs against performance when evaluating this mutual fund.

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