SWYOX Mutual Fund

NAV$16.80

Returns Overview

1 Month
+0.12%
3 Months
+13.99%
6 Months
+12.59%
YTD
+11.82%
1 Year
+24.28%
3 Years (annualized)
+18.86%
5 Years (annualized)
+10.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SWYOX 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 2065 Passive Composite Index(^T2065PCI)
This Mutual Fund (YTD)
+11.82%
Peer Avg (YTD)
+7.64%
vs Peers
+4.18%

SWYOX Mutual Fund Performance

SWYOX performance across multiple time periods: 1-month 0.12%, YTD 11.82%, 1-year 24.28%, 3-year 18.86%, 5-year 10.36%.

SWYOX 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.

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