SWLGX Mutual Fund

NAV$18.41

Returns Overview

1 Month
-2.69%
3 Months
+16.76%
6 Months
+5.31%
YTD
+5.61%
1 Year
+17.67%
3 Years (annualized)
+22.52%
5 Years (annualized)
+13.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWLGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.61%
Peer Avg (YTD)
+8.97%
vs Peers
-3.36%

SWLGX Mutual Fund Performance

SWLGX performance across multiple time periods: 1-month -2.69%, YTD 5.61%, 1-year 17.67%, 3-year 22.52%, 5-year 13.67%.

SWLGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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