SWYFX ETF

$20.47
Screen 3,400+ ETFsFind similar ETFs with lower fees

Returns Overview

1 Month
+3.19%
3 Months
+4.87%
6 Months
+9.18%
YTD
+8.32%
1 Year
+21.74%
3 Years
+16.41%
5 Years
+8.15%

Risk Metrics (1-Year)

No risk data available for this ETF

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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Target 2035Passive Composite Index(^SPTGT35P)
This ETF (YTD)
+8.32%
Peer Avg (YTD)
+7.21%
vs Peers
+1.11%

SWYFX ETF Performance

SWYFX performance across multiple time periods: 1-month 3.19%, YTD 8.32%, 1-year 21.74%, 3-year 16.41%, 5-year 8.15%.

SWYFX returns outperform the peer average of 7.21% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns