TWSMX Mutual Fund

TWSMX Mutual Fund

NAV$7.06
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Returns Overview

1 Month
+1.69%
3 Months
+1.24%
6 Months
+3.39%
YTD
+6.88%
1 Year
+10.88%
3 Years (annualized)
+12.35%
5 Years (annualized)
+5.54%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWSMX 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 ACWI IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+6.88%
Peer Avg (YTD)
+6.28%
vs Peers
+0.60%

TWSMX Mutual Fund Performance

TWSMX performance across multiple time periods: 1-month 1.69%, YTD 6.88%, 1-year 10.88%, 3-year 12.35%, 5-year 5.54%, 10-year 8.27%.

TWSMX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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