TWSGX Mutual Fund

TWSGX Mutual Fund

NAV$9.03
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Returns Overview

1 Month
+0.30%
3 Months
+0.14%
6 Months
-0.20%
YTD
+0.98%
1 Year
+2.50%
3 Years (annualized)
+3.44%
5 Years (annualized)
+0.83%
10 Years (annualized)
+0.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWSGX 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
Bloomberg Barclays Capital Short Treasury Index
This Mutual Fund (YTD)
+0.98%
Peer Avg (YTD)
+1.88%
vs Peers
-0.90%

TWSGX Mutual Fund Performance

TWSGX performance across multiple time periods: 1-month 0.30%, YTD 0.98%, 1-year 2.50%, 3-year 3.44%, 5-year 0.83%, 10-year 0.31%.

TWSGX returns trail the peer average of 1.88% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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