TSWIX Mutual Fund

TSWIX Mutual Fund

NAV$28.45
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Returns Overview

1 Month
-3.27%
3 Months
+1.36%
6 Months
+14.38%
YTD
+12.97%
1 Year
+21.84%
3 Years (annualized)
+19.69%
5 Years (annualized)
+10.13%
10 Years (annualized)
+9.23%

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
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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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+12.97%
Peer Avg (YTD)
+9.88%
vs Peers
+3.09%

TSWIX Mutual Fund Performance

TSWIX performance across multiple time periods: 1-month -3.27%, YTD 12.97%, 1-year 21.84%, 3-year 19.69%, 5-year 10.13%, 10-year 9.23%.

TSWIX returns outperform the peer average of 9.88% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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