SWHGX Mutual Fund

SWHGX Mutual Fund

NAV$29.14
See how much of SWHGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.14%
3 Months
-0.27%
6 Months
+2.49%
YTD
+8.67%
1 Year
+10.48%
3 Years (annualized)
+17.93%
5 Years (annualized)
+7.92%
10 Years (annualized)
+10.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWHGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.67%
Peer Avg (YTD)
+6.38%
vs Peers
+2.29%

SWHGX Mutual Fund Performance

SWHGX performance across multiple time periods: 1-month -0.14%, YTD 8.67%, 1-year 10.48%, 3-year 17.93%, 5-year 7.92%, 10-year 10.08%.

SWHGX 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.

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