TSWHX Mutual Fund

TSWHX Mutual Fund

NAV$9.32
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Returns Overview

1 Month
-0.24%
3 Months
+1.10%
6 Months
+1.49%
YTD
+2.00%
1 Year
+5.46%
3 Years (annualized)
+7.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSWHX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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
ICE Bank of America Merrill Lynch US High Yield Constrained Index(HUC0)
This Mutual Fund (YTD)
+2.00%
Peer Avg (YTD)
+0.12%
vs Peers
+1.88%

TSWHX Mutual Fund Performance

TSWHX performance across multiple time periods: 1-month -0.24%, YTD 2.00%, 1-year 5.46%, 3-year 7.67%.

TSWHX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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