TSWIX Mutual Fund

TSWIX Mutual Fund

NAV$28.11
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Returns Overview

1 Month
+1.59%
3 Months
+5.05%
6 Months
+7.39%
YTD
+16.79%
1 Year
+27.89%
3 Years (annualized)
+19.69%
5 Years (annualized)
+10.13%
10 Years (annualized)
+9.23%

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)
+16.79%
Peer Avg (YTD)
+12.12%
vs Peers
+4.67%

TSWIX Mutual Fund Performance

TSWIX performance across multiple time periods: 1-month 1.59%, YTD 16.79%, 1-year 27.89%, 3-year 19.69%, 5-year 10.13%, 10-year 9.23%.

TSWIX returns outperform the peer average of 12.12% 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.