SWYHX ETF

$23.25

Returns Overview

1 Month
+3.81%
3 Months
+6.11%
6 Months
+11.32%
YTD
+10.14%
1 Year
+25.96%
3 Years
+19.11%
5 Years
+9.60%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would SWYHX 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
Target 2045 Passive Composite Index(^SPTGT45P)
This ETF (YTD)
+10.14%
Peer Avg (YTD)
+7.21%
vs Peers
+2.93%

SWYHX ETF Performance

SWYHX performance across multiple time periods: 1-month 3.81%, YTD 10.14%, 1-year 25.96%, 3-year 19.11%, 5-year 9.60%.

SWYHX 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.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+3.81%N/A
3 Months+6.11%N/A
6 Months+11.32%N/A
1 Year+25.96%N/A
3 Years+19.11%N/A
5 Years+9.60%N/A

All returns shown are total returns, not annualized