TWSXX Mutual Fund

TWSXX Mutual Fund

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Returns Overview

1 Month
+0.19%
3 Months
+0.42%
6 Months
+0.74%
YTD
+0.74%
1 Year
+2.00%
3 Years (annualized)
+1.74%
5 Years (annualized)
+1.28%
10 Years (annualized)
+0.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWSXX 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
PROUpgrade to run
🏦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
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+0.74%
Peer Avg (YTD)
+1.70%
vs Peers
-0.96%

TWSXX Mutual Fund Performance

TWSXX performance across multiple time periods: 1-month 0.19%, YTD 0.74%, 1-year 2.00%, 3-year 1.74%, 5-year 1.28%, 10-year 0.64%.

TWSXX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

TWSXX performance comparison shows side-by-side returns with another fund. TWSXX alternatives are available in the Mutual Fund Screener.