TISWX Mutual Fund

TISWX Mutual Fund

NAV$49.19
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Returns Overview

1 Month
+3.71%
3 Months
+3.71%
6 Months
+3.71%
YTD
+3.71%
5 Years (annualized)
-0.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TISWX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.71%
Peer Avg (YTD)
+9.28%
vs Peers
-5.57%

TISWX Mutual Fund Performance

TISWX performance across multiple time periods: 1-month 3.71%, YTD 3.71%, 5-year -0.03%.

TISWX returns trail the peer average of 9.28% YTD. investors should weigh costs against performance when evaluating this mutual fund.

TISWX vs another fund shows side-by-side returns. TISWX alternatives are available in the Mutual Fund Screener.