TSWEX Mutual Fund

TSWEX Mutual Fund

NAV$14.55
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Returns Overview

1 Month
-6.40%
3 Months
+2.31%
6 Months
+5.55%
YTD
+8.29%
1 Year
+11.80%
3 Years (annualized)
+16.85%
5 Years (annualized)
+11.53%
10 Years (annualized)
+11.68%

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)
+8.29%
Peer Avg (YTD)
+10.00%
vs Peers
-1.71%

TSWEX Mutual Fund Performance

TSWEX performance across multiple time periods: 1-month -6.40%, YTD 8.29%, 1-year 11.80%, 3-year 16.85%, 5-year 11.53%, 10-year 11.68%.

TSWEX returns trail the peer average of 10.00% 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.