TSWMX Mutual Fund

TSWMX Mutual Fund

NAV$13.65
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Returns Overview

1 Month
-2.56%
3 Months
-2.21%
6 Months
+14.75%
YTD
+16.81%
1 Year
+23.27%
3 Years (annualized)
+19.81%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Investable Market Index
This Mutual Fund (YTD)
+16.81%
Peer Avg (YTD)
+18.35%
vs Peers
-1.54%

TSWMX Mutual Fund Performance

TSWMX performance across multiple time periods: 1-month -2.56%, YTD 16.81%, 1-year 23.27%, 3-year 19.81%.

TSWMX returns trail the peer average of 18.35% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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