SWYDX Mutual Fund

NAV$16.13

Returns Overview

3 Months
+6.63%
6 Months
+5.86%
YTD
+5.59%
1 Year
+12.25%
3 Years (annualized)
+11.01%
5 Years (annualized)
+5.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYDX 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 2025 Passive Composite Index(^SPTGT25P)
This Mutual Fund (YTD)
+5.59%
Peer Avg (YTD)
+7.64%
vs Peers
-2.05%

SWYDX Mutual Fund Performance

SWYDX performance across multiple time periods: YTD 5.59%, 1-year 12.25%, 3-year 11.01%, 5-year 5.51%.

SWYDX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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