SWPRX Mutual Fund

NAV$20.47

Returns Overview

1 Month
+0.05%
3 Months
+13.16%
6 Months
+11.53%
YTD
+10.79%
1 Year
+22.86%
3 Years (annualized)
+17.42%
5 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWPRX 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 2060 Composite Index(^SPTGT60)
This Mutual Fund (YTD)
+10.79%
Peer Avg (YTD)
+7.64%
vs Peers
+3.15%

SWPRX Mutual Fund Performance

SWPRX performance across multiple time periods: 1-month 0.05%, YTD 10.79%, 1-year 22.86%, 3-year 17.42%, 5-year 8.88%.

SWPRX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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