TSWIX Mutual Fund

TSWIX Mutual Fund

NAV$28.40
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Returns Overview

1 Month
-0.18%
3 Months
-1.90%
6 Months
+6.58%
YTD
+12.77%
1 Year
+20.09%
3 Years (annualized)
+21.30%
5 Years (annualized)
+9.49%
10 Years (annualized)
+8.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSWIX 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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+12.77%
Peer Avg (YTD)
+10.38%
vs Peers
+2.39%

TSWIX Mutual Fund Performance

TSWIX performance across multiple time periods: 1-month -0.18%, YTD 12.77%, 1-year 20.09%, 3-year 21.30%, 5-year 9.49%, 10-year 8.91%.

TSWIX returns outperform the peer average of 10.38% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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