the fund’s risk compared with that of other funds in the large-blend peer group for the trailing three-year period is considered average by morningstar, with the trailing five and 10 years deemed below average. the level of return is considered above average for the trailing three-, five-...
Of course, investors look for strong performance in funds. SWPPX has a 5-year annualized total return of 14.96% and is in the top third among its category peers. But if you are looking for a shorter time frame, it is also worth looking at its 3-year annualized total return of 9.56%,...
The fund’s risk compared with that of other funds in the large-blend peer group for the trailing three-year period is considered average by Morningstar, with the trailing five and 10 years deemed below average. The level of return is considered above average for the trailing three-, five-...