TOWFX Mutual Fund

TOWFX Mutual Fund

NAV$21.65
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Returns Overview

1 Month
-3.61%
3 Months
+2.73%
6 Months
+6.83%
YTD
+10.52%
1 Year
+18.49%
3 Years (annualized)
+19.97%
5 Years (annualized)
+12.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOWFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.52%
Peer Avg (YTD)
+10.00%
vs Peers
+0.53%

TOWFX Mutual Fund Performance

TOWFX performance across multiple time periods: 1-month -3.61%, YTD 10.52%, 1-year 18.49%, 3-year 19.97%, 5-year 12.68%.

TOWFX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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