TWSGX Mutual Fund

NAV$9.17

Returns Overview

1 Month
-0.43%
3 Months
-0.65%
6 Months
-1.08%
YTD
-1.08%
1 Year
+3.40%
3 Years (annualized)
+3.45%
5 Years (annualized)
+0.87%
10 Years (annualized)
+0.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWSGX 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
Bloomberg Barclays Capital Short Treasury Index
This Mutual Fund (YTD)
-1.08%
Peer Avg (YTD)
+1.92%
vs Peers
-3.00%

TWSGX Mutual Fund Performance

TWSGX performance across multiple time periods: 1-month -0.43%, YTD -1.08%, 1-year 3.40%, 3-year 3.45%, 5-year 0.87%, 10-year 0.29%.

TWSGX returns trail the peer average of 1.92% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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