TSWMX Mutual Fund

NAV$13.63

Returns Overview

1 Month
-1.37%
3 Months
+2.95%
6 Months
+7.75%
YTD
+16.30%
1 Year
+33.72%
3 Years (annualized)
+17.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TSWMX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Investable Market Index
This Mutual Fund (YTD)
+16.30%
Peer Avg (YTD)
+21.71%
vs Peers
-5.41%

TSWMX Mutual Fund Performance

TSWMX performance across multiple time periods: 1-month -1.37%, YTD 16.30%, 1-year 33.72%, 3-year 17.94%.

TSWMX returns trail the peer average of 21.71% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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