SWYFX Mutual Fund

NAV$20.55

Returns Overview

3 Months
+9.88%
6 Months
+8.78%
YTD
+8.32%
1 Year
+17.68%
3 Years (annualized)
+14.74%
5 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYFX 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 2035Passive Composite Index(^SPTGT35P)
This Mutual Fund (YTD)
+8.32%
Peer Avg (YTD)
+7.64%
vs Peers
+0.68%

SWYFX Mutual Fund Performance

SWYFX performance across multiple time periods: YTD 8.32%, 1-year 17.68%, 3-year 14.74%, 5-year 7.88%.

SWYFX returns outperform 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.

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