SWORX Mutual Fund

NAV$22.33

Returns Overview

1 Month
+0.05%
3 Months
+12.80%
6 Months
+11.20%
YTD
+10.47%
1 Year
+22.22%
3 Years (annualized)
+17.02%
5 Years (annualized)
+8.70%
10 Years (annualized)
+11.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWORX 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 2055 Composite Index(^SPTGT55)
This Mutual Fund (YTD)
+10.47%
Peer Avg (YTD)
+7.64%
vs Peers
+2.83%

SWORX Mutual Fund Performance

SWORX performance across multiple time periods: 1-month 0.05%, YTD 10.47%, 1-year 22.22%, 3-year 17.02%, 5-year 8.70%, 10-year 11.23%.

SWORX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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