SWYGX ETF

$21.95

Returns Overview

1 Month
+3.56%
3 Months
+5.53%
6 Months
+10.34%
YTD
+9.28%
1 Year
+24.01%
3 Years
+17.88%
5 Years
+8.95%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SWYGX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This ETF (YTD)
+9.28%
Peer Avg (YTD)
+7.21%
vs Peers
+2.07%

SWYGX ETF Performance

SWYGX performance across multiple time periods: 1-month 3.56%, YTD 9.28%, 1-year 24.01%, 3-year 17.88%, 5-year 8.95%.

SWYGX 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.

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

Performance & Returns