SWYMX Mutual Fund

SWYMX Mutual Fund

NAV$24.07
See how much of SWYMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.74%
3 Months
-0.33%
6 Months
+3.13%
YTD
+9.81%
1 Year
+11.69%
3 Years (annualized)
+20.17%
5 Years (annualized)
+8.74%
10 Years (annualized)
+11.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Target 2050 Passive Composite Index(^SPTGT50P)
This Mutual Fund (YTD)
+9.81%
Peer Avg (YTD)
+14.77%
vs Peers
-4.96%

SWYMX Mutual Fund Performance

SWYMX performance across multiple time periods: 1-month -0.74%, YTD 9.81%, 1-year 11.69%, 3-year 20.17%, 5-year 8.74%, 10-year 11.37%.

SWYMX 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.

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