TOWTX Mutual Fund

NAV$16.20

Returns Overview

1 Month
+8.92%
3 Months
+16.67%
6 Months
+13.11%
YTD
+11.83%
1 Year
+22.83%
3 Years
+15.91%
5 Years
+9.94%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would TOWTX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.83%
Peer Avg (YTD)
+14.18%
vs Peers
-2.35%

TOWTX Mutual Fund Performance

TOWTX performance across multiple time periods: 1-month 8.92%, YTD 11.83%, 1-year 22.83%, 3-year 15.91%, 5-year 9.94%.

TOWTX returns trail the peer average of 14.18% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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