TOWTX Mutual Fund

TOWTX Mutual Fund

NAV$16.84
See how much of TOWTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.30%
3 Months
+7.36%
6 Months
+9.71%
YTD
+10.23%
1 Year
+18.83%
3 Years (annualized)
+12.16%
5 Years (annualized)
+8.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOWTX 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)
+10.23%
Peer Avg (YTD)
+11.56%
vs Peers
-1.33%

TOWTX Mutual Fund Performance

TOWTX performance across multiple time periods: 1-month 0.30%, YTD 10.23%, 1-year 18.83%, 3-year 12.16%, 5-year 8.88%.

TOWTX returns trail the peer average of 11.56% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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