TSWFX Mutual Fund

TSWFX Mutual Fund

NAV$9.94
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Returns Overview

1 Month
-0.92%
3 Months
-0.40%
6 Months
-0.32%
YTD
-0.15%
1 Year
+2.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSWFX 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
Bloomberg Barclays US Aggregate Bond Index(BBUA)
This Mutual Fund (YTD)
-0.15%
Peer Avg (YTD)
+1.04%
vs Peers
-1.19%

TSWFX Mutual Fund Performance

TSWFX performance across multiple time periods: 1-month -0.92%, YTD -0.15%, 1-year 2.90%.

TSWFX returns trail the peer average of 1.04% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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