SWISX Mutual Fund

NAV$31.49

Returns Overview

1 Month
-0.13%
3 Months
+5.07%
6 Months
+3.38%
YTD
+8.51%
1 Year
+20.18%
3 Years (annualized)
+16.50%
5 Years (annualized)
+9.18%
10 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWISX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+8.51%
Peer Avg (YTD)
+9.13%
vs Peers
-0.62%

SWISX Mutual Fund Performance

SWISX performance across multiple time periods: 1-month -0.13%, YTD 8.51%, 1-year 20.18%, 3-year 16.50%, 5-year 9.18%, 10-year 9.71%.

SWISX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.06%, investors should weigh costs against performance when evaluating this mutual fund.

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