TSWEX Mutual Fund

TSWEX Mutual Fund

NAV$15.52
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Returns Overview

1 Month
+9.13%
3 Months
+4.94%
6 Months
+11.60%
YTD
+18.18%
1 Year
+24.98%
3 Years (annualized)
+19.12%
5 Years (annualized)
+11.74%
10 Years (annualized)
+12.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSWEX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.18%
Peer Avg (YTD)
+14.61%
vs Peers
+3.56%

TSWEX Mutual Fund Performance

TSWEX performance across multiple time periods: 1-month 9.13%, YTD 18.18%, 1-year 24.98%, 3-year 19.12%, 5-year 11.74%, 10-year 12.30%.

TSWEX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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