SWYEX Mutual Fund

NAV$19.06

Returns Overview

1 Month
+0.05%
3 Months
+8.36%
6 Months
+7.44%
YTD
+7.07%
1 Year
+15.23%
3 Years (annualized)
+13.13%
5 Years (annualized)
+6.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYEX 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 2030Passive Composite Index(^SPTGT30P)
This Mutual Fund (YTD)
+7.07%
Peer Avg (YTD)
+7.64%
vs Peers
-0.57%

SWYEX Mutual Fund Performance

SWYEX performance across multiple time periods: 1-month 0.05%, YTD 7.07%, 1-year 15.23%, 3-year 13.13%, 5-year 6.87%.

SWYEX 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.

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