Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TWSCX (STRATEGIC ALLOCATION: CONSERVATIVE FUND INVESTOR CLASS) | 4.07% | 10.78% | 9.65% | 2.22% | 4.99% | 5.18% | 5.08% | … | … |
Data as of 06/04/2026, Common starting date is 03/28/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWSCX (STRATEGIC ALLOCATION: CONSERVATIVE FUND INVESTOR CLASS) | 03/28/1996 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | 10.78 | 9.65 | 2.22 | 4.99 | 5.18 | 5.08 | … | … | 4.07 | 5.80 | 7.76 | 10.54 | -15.20 | 2.00 | 9.86 | 16.16 | -4.08 | 10.83 | 5.05 | -1.39 | 6.25 | 9.85 | 9.60 | 3.42 | 10.03 | 14.54 | -15.76 | 7.57 | 8.92 | 3.93 | 7.25 | 14.77 | -4.90 | 0.12 | 4.89 | 11.15 | 9.57 | 12.86 | 7.29 |
| Sharpe Ratio | NA | 1.42 | 0.94 | -0.03 | 0.39 | NA | NA | … | … | 1.02 | 0.34 | 0.19 | 0.92 | -1.35 | 0.21 | 0.62 | 2.82 | -0.78 | 3.09 | 0.70 | -0.21 | 1.26 | 1.80 | 1.65 | 0.32 | 1.16 | 1.26 | -1.05 | 0.67 | 1.12 | 0.37 | 1.23 | 2.24 | -0.72 | -0.31 | 0.09 | 1.18 | 0.96 | 1.62 | 1.23 |
| Standard Deviation(%) | NA | 6.29 | 7.17 | 8.85 | 8.75 | NA | NA | … | … | 7.61 | 8.84 | 6.24 | 6.87 | 12.29 | 9.50 | 15.55 | 5.23 | 6.93 | 3.32 | 6.89 | 6.64 | 4.96 | 5.46 | 5.83 | 10.45 | 8.56 | 11.44 | 15.76 | 6.81 | 5.08 | 4.73 | 5.12 | 6.28 | 8.34 | 7.18 | 8.81 | 6.72 | 6.50 | 5.75 | 5.02 |
| Draw Down(%) | NA | 4.99 | 7.93 | 24.36 | 24.36 | NA | NA | … | … | 4.99 | 7.89 | 3.43 | 6.93 | 18.28 | 7.43 | 19.29 | 2.32 | 10.06 | 1.05 | 5.17 | 6.34 | 4.13 | 4.53 | 4.26 | 8.25 | 6.13 | 12.12 | 24.40 | 4.05 | 4.98 | 3.09 | 4.63 | 5.26 | 11.03 | 8.82 | 6.38 | 4.90 | 7.33 | 4.09 | 3.45 |
| Yield(%) | 0.00 | 5.22 | 5.29 | 3.26 | 4.43 | 4.84 | 4.76 | … | … | 0.07 | 5.72 | 7.21 | 2.67 | 1.87 | 1.58 | 0.89 | 9.26 | 7.19 | 6.42 | 2.85 | 5.79 | 6.68 | 7.73 | 5.03 | 3.55 | 2.09 | 2.08 | 2.49 | 9.47 | 5.46 | 5.51 | 5.17 | 1.66 | 2.39 | 2.50 | 11.19 | 6.55 | 5.63 | 10.08 | 2.96 |
Data as of 06/04/2026, Common starting date is 03/28/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWSCX (STRATEGIC ALLOCATION: CONSERVATIVE FUND INVESTOR CLASS) |
-3.71%
Feb 2006 – Feb 2009 |
-0.24%
Feb 2004 – Feb 2009 |
2.74%
Oct 2013 – Oct 2023 |
3.39%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWSCX (STRATEGIC ALLOCATION: CONSERVATIVE FUND INVESTOR CLASS) |
14.07%
Feb 2009 – Feb 2012 |
11.66%
Feb 2009 – Feb 2014 |
7.79%
Feb 2009 – Feb 2019 |
6.30%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart