SWMCX Mutual Fund

NAV$16.80

Returns Overview

1 Month
+3.11%
3 Months
+13.86%
6 Months
+15.29%
YTD
+14.02%
1 Year
+22.50%
3 Years (annualized)
+16.73%
5 Years (annualized)
+8.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWMCX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+14.02%
Peer Avg (YTD)
+10.82%
vs Peers
+3.20%

SWMCX Mutual Fund Performance

SWMCX performance across multiple time periods: 1-month 3.11%, YTD 14.02%, 1-year 22.50%, 3-year 16.73%, 5-year 8.62%.

SWMCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.04%, investors should weigh costs against performance when evaluating this mutual fund.

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