TWSMX Mutual Fund

TWSMX Mutual Fund

NAV$7.04
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Returns Overview

1 Month
+0.28%
3 Months
-0.54%
6 Months
+1.28%
YTD
+4.55%
1 Year
+6.07%
3 Years (annualized)
+13.75%
5 Years (annualized)
+5.02%
10 Years (annualized)
+8.16%

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)
+4.55%
Peer Avg (YTD)
+5.30%
vs Peers
-0.76%

TWSMX Mutual Fund Performance

TWSMX performance across multiple time periods: 1-month 0.28%, YTD 4.55%, 1-year 6.07%, 3-year 13.75%, 5-year 5.02%, 10-year 8.16%.

TWSMX returns trail the peer average of 5.30% 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.