SWIRX Mutual Fund

SWIRX Mutual Fund

NAV$19.77
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Returns Overview

1 Month
-0.15%
3 Months
-0.45%
6 Months
+1.69%
YTD
+6.21%
1 Year
+7.71%
3 Years (annualized)
+16.25%
5 Years (annualized)
+6.30%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWIRX 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
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🏦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
Target 2035 Composite Index(^SPTGT35)
This Mutual Fund (YTD)
+6.21%
Peer Avg (YTD)
+14.77%
vs Peers
-8.56%

SWIRX Mutual Fund Performance

SWIRX performance across multiple time periods: 1-month -0.15%, YTD 6.21%, 1-year 7.71%, 3-year 16.25%, 5-year 6.30%, 10-year 9.14%.

SWIRX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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