SWYBX Mutual Fund

SWYBX Mutual Fund

NAV$14.02
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Returns Overview

1 Month
+1.07%
3 Months
+0.21%
6 Months
+1.44%
YTD
+4.44%
1 Year
+5.25%
3 Years (annualized)
+11.66%
5 Years (annualized)
+4.32%
10 Years (annualized)
+6.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYBX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Target 2015Passive Composite Index(^TPC)
This Mutual Fund (YTD)
+4.44%
Peer Avg (YTD)
+14.77%
vs Peers
-10.33%

SWYBX Mutual Fund Performance

SWYBX performance across multiple time periods: 1-month 1.07%, YTD 4.44%, 1-year 5.25%, 3-year 11.66%, 5-year 4.32%, 10-year 6.14%.

SWYBX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

SWYBX vs another fund shows side-by-side returns. SWYBX alternatives are available in the Mutual Fund Screener.