TSWEX Mutual Fund

NAV$14.76

Returns Overview

1 Month
-0.26%
3 Months
+3.16%
6 Months
+6.66%
YTD
+5.84%
1 Year
+14.53%
3 Years (annualized)
+13.91%
5 Years (annualized)
+9.64%
10 Years (annualized)
+10.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSWEX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.84%
Peer Avg (YTD)
+9.49%
vs Peers
-3.65%

TSWEX Mutual Fund Performance

TSWEX performance across multiple time periods: 1-month -0.26%, YTD 5.84%, 1-year 14.53%, 3-year 13.91%, 5-year 9.64%, 10-year 10.26%.

TSWEX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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