TWSMX Mutual Fund

TWSMX Mutual Fund

NAV$7.28
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Returns Overview

1 Month
-0.70%
3 Months
+1.82%
6 Months
+3.29%
YTD
+5.11%
1 Year
+11.60%
3 Years (annualized)
+11.02%
5 Years (annualized)
+5.46%
10 Years (annualized)
+8.09%

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
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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 IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+5.11%
Peer Avg (YTD)
+5.54%
vs Peers
-0.43%

TWSMX Mutual Fund Performance

TWSMX performance across multiple time periods: 1-month -0.70%, YTD 5.11%, 1-year 11.60%, 3-year 11.02%, 5-year 5.46%, 10-year 8.09%.

TWSMX returns trail the peer average of 5.54% 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.