SWHFX Mutual Fund

NAV$24.72

Returns Overview

1 Month
+3.16%
3 Months
+7.94%
6 Months
+23.48%
YTD
+4.69%
1 Year
+16.97%
3 Years
+9.72%
5 Years
+8.29%
10 Years
+9.87%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SWHFX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.69%
Peer Avg (YTD)
+1.55%
vs Peers
+3.14%

SWHFX Mutual Fund Performance

SWHFX performance across multiple time periods: 1-month 3.16%, YTD 4.69%, 1-year 16.97%, 3-year 9.72%, 5-year 8.29%, 10-year 9.87%.

SWHFX returns outperform the peer average of 1.55% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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