SWYNX Mutual Fund

NAV$25.75

Returns Overview

1 Month
+0.12%
3 Months
+13.69%
6 Months
+12.32%
YTD
+11.53%
1 Year
+23.83%
3 Years (annualized)
+18.59%
5 Years (annualized)
+10.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYNX 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 2060 Passive Composite Index(^SPTGT60P)
This Mutual Fund (YTD)
+11.53%
Peer Avg (YTD)
+7.64%
vs Peers
+3.89%

SWYNX Mutual Fund Performance

SWYNX performance across multiple time periods: 1-month 0.12%, YTD 11.53%, 1-year 23.83%, 3-year 18.59%, 5-year 10.21%.

SWYNX 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.

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