TSWIX Mutual Fund

NAV$29.03

Returns Overview

1 Month
+3.64%
3 Months
+9.18%
6 Months
+10.51%
YTD
+15.52%
1 Year
+23.15%
3 Years (annualized)
+17.43%
5 Years (annualized)
+9.43%
10 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSWIX 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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+15.52%
Peer Avg (YTD)
+8.71%
vs Peers
+6.80%

TSWIX Mutual Fund Performance

TSWIX performance across multiple time periods: 1-month 3.64%, YTD 15.52%, 1-year 23.15%, 3-year 17.43%, 5-year 9.43%, 10-year 9.42%.

TSWIX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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