SWNRX Mutual Fund

NAV$21.54

Returns Overview

3 Months
+12.30%
6 Months
+10.72%
YTD
+9.97%
1 Year
+21.44%
3 Years (annualized)
+16.64%
5 Years (annualized)
+8.52%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWNRX 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
Target 2050 Composite Index(^SPTGT50)
This Mutual Fund (YTD)
+9.97%
Peer Avg (YTD)
+7.64%
vs Peers
+2.33%

SWNRX Mutual Fund Performance

SWNRX performance across multiple time periods: YTD 9.97%, 1-year 21.44%, 3-year 16.64%, 5-year 8.52%, 10-year 11.01%.

SWNRX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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