TOWTX Mutual Fund

TOWTX Mutual Fund

NAV$16.43
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Returns Overview

1 Month
+1.12%
3 Months
+4.44%
6 Months
+23.26%
YTD
+14.77%
1 Year
+17.25%
3 Years (annualized)
+15.63%
5 Years (annualized)
+10.50%

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
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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)
+14.77%
Peer Avg (YTD)
+16.41%
vs Peers
-1.63%

TOWTX Mutual Fund Performance

TOWTX performance across multiple time periods: 1-month 1.12%, YTD 14.77%, 1-year 17.25%, 3-year 15.63%, 5-year 10.50%.

TOWTX returns trail the peer average of 16.41% 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.