TOWFX Mutual Fund

TOWFX Mutual Fund

NAV$22.12
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Returns Overview

1 Month
+6.03%
3 Months
+5.88%
6 Months
+10.83%
YTD
+14.08%
1 Year
+29.14%
3 Years (annualized)
+19.45%
5 Years (annualized)
+13.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOWFX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+14.08%
Peer Avg (YTD)
+11.41%
vs Peers
+2.67%

TOWFX Mutual Fund Performance

TOWFX performance across multiple time periods: 1-month 6.03%, YTD 14.08%, 1-year 29.14%, 3-year 19.45%, 5-year 13.25%.

TOWFX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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