SWMIX Mutual Fund

NAV$25.99

Returns Overview

1 Month
-2.04%
3 Months
+0.15%
6 Months
+1.33%
YTD
+6.74%
1 Year
+25.40%
3 Years (annualized)
+15.53%
5 Years (annualized)
+4.57%
10 Years (annualized)
+9.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWMIX 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
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📉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

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)
+6.74%
Peer Avg (YTD)
+9.16%
vs Peers
-2.43%

SWMIX Mutual Fund Performance

SWMIX performance across multiple time periods: 1-month -2.04%, YTD 6.74%, 1-year 25.40%, 3-year 15.53%, 5-year 4.57%, 10-year 9.04%.

SWMIX returns trail the peer average of 9.16% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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