SWLVX Mutual Fund

SWLVX Mutual Fund

NAV$20.58
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Returns Overview

1 Month
+4.33%
3 Months
+3.11%
6 Months
+12.65%
YTD
+24.35%
1 Year
+28.52%
3 Years (annualized)
+23.20%
5 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWLVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+24.35%
Peer Avg (YTD)
+14.61%
vs Peers
+9.74%

SWLVX Mutual Fund Performance

SWLVX performance across multiple time periods: 1-month 4.33%, YTD 24.35%, 1-year 28.52%, 3-year 23.20%, 5-year 11.72%.

SWLVX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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