TOWTX Mutual Fund

TOWTX Mutual Fund

NAV$16.95
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Returns Overview

1 Month
-1.73%
3 Months
+18.02%
6 Months
+9.24%
YTD
+9.89%
1 Year
+16.98%
3 Years (annualized)
+13.25%
5 Years (annualized)
+9.24%

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)
+9.89%
Peer Avg (YTD)
+16.06%
vs Peers
-6.17%

TOWTX Mutual Fund Performance

TOWTX performance across multiple time periods: 1-month -1.73%, YTD 9.89%, 1-year 16.98%, 3-year 13.25%, 5-year 9.24%.

TOWTX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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