TSWMX Mutual Fund

TSWMX Mutual Fund

NAV$13.93
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Returns Overview

1 Month
-2.00%
3 Months
+4.65%
6 Months
+8.72%
YTD
+19.30%
1 Year
+35.89%
3 Years (annualized)
+17.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSWMX 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
MSCI ACWI Investable Market Index
This Mutual Fund (YTD)
+19.30%
Peer Avg (YTD)
+15.92%
vs Peers
+3.38%

TSWMX Mutual Fund Performance

TSWMX performance across multiple time periods: 1-month -2.00%, YTD 19.30%, 1-year 35.89%, 3-year 17.02%.

TSWMX returns outperform the peer average of 15.92% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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