SWEGX Mutual Fund

SWEGX Mutual Fund

NAV$29.19
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Returns Overview

1 Month
-0.85%
3 Months
-0.61%
6 Months
+2.85%
YTD
+10.61%
1 Year
+12.96%
3 Years (annualized)
+21.13%
5 Years (annualized)
+9.64%
10 Years (annualized)
+11.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWEGX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
All Equity Composite Index(^AECI)
This Mutual Fund (YTD)
+10.61%
Peer Avg (YTD)
+6.38%
vs Peers
+4.23%

SWEGX Mutual Fund Performance

SWEGX performance across multiple time periods: 1-month -0.85%, YTD 10.61%, 1-year 12.96%, 3-year 21.13%, 5-year 9.64%, 10-year 11.88%.

SWEGX returns outperform the peer average of 6.38% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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