Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/14/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TWSMX (STRATEGIC ALLOCATION: MODERATE FUND INVESTOR CLASS) | 2.98% | 3.95% | 5.05% | 4.96% | 4.34% | 6.19% | 5.72% | 6.34% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TWSMX (STRATEGIC ALLOCATION: MODERATE FUND INVESTOR CLASS) | 03/28/1996 | 05/14/2025 |
The return data shown below all have the same latest date: 05/14/2025.
AR inception is since 03/28/1996.
AR inception is since 03/28/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 1.86 | 3.95 | 5.05 | 4.96 | 4.34 | 6.19 | 5.72 | 6.34 | 2.98 | 5.75 | 13.10 | -18.00 | 2.70 | 11.52 | 20.67 | -5.58 | 15.13 | 6.31 | -1.77 | 6.70 | 15.61 | 12.84 | 0.55 | 12.76 | 21.10 | -25.94 | 11.16 | 12.22 | 6.48 | 9.35 | 22.59 | -9.50 | -4.84 | 0.25 | 22.29 | 12.04 | 15.23 | 9.33 |
| Sharpe Ratio | NA | -0.31 | 0.04 | 0.12 | 0.21 | NA | NA | 0.40 | 0.04 | -0.10 | 1.04 | -1.20 | 0.21 | 0.52 | 2.55 | -0.69 | 3.38 | 0.64 | -0.19 | 0.91 | 2.11 | 1.52 | 0.03 | 1.05 | 1.31 | -1.09 | 0.79 | 1.23 | 0.69 | 1.20 | 2.52 | -0.91 | -0.71 | -0.29 | 2.12 | 0.87 | 1.43 | 1.40 |
| Standard Deviation(%) | NA | 11.83 | 11.82 | 12.44 | 12.09 | NA | NA | 11.63 | 15.46 | 8.83 | 8.60 | 16.16 | 12.69 | 21.60 | 7.57 | 10.09 | 4.31 | 9.56 | 9.55 | 7.35 | 7.39 | 8.49 | 15.52 | 12.03 | 16.06 | 24.55 | 10.34 | 7.32 | 6.22 | 7.00 | 8.68 | 11.70 | 10.31 | 13.36 | 8.97 | 10.07 | 8.17 | 6.38 |
| Draw Down(%) | NA | 14.86 | 14.86 | 28.57 | 28.57 | NA | NA | 37.95 | 11.28 | 7.94 | 8.48 | 21.02 | 9.68 | 25.52 | 3.83 | 14.01 | 1.24 | 7.85 | 9.23 | 5.79 | 5.89 | 6.98 | 13.69 | 9.31 | 16.24 | 34.87 | 6.59 | 8.15 | 4.85 | 6.35 | 7.42 | 17.48 | 15.30 | 10.68 | 5.43 | 14.44 | 5.98 | 5.09 |
| Yield(%) | 0.00 | 1.13 | 1.64 | 1.64 | 4.74 | 6.06 | 5.75 | 6.94 | 0.00 | 1.37 | 2.30 | 1.22 | 1.49 | 1.01 | 15.05 | 10.24 | 11.38 | 2.25 | 7.21 | 9.33 | 10.20 | 5.61 | 2.52 | 1.58 | 1.84 | 2.33 | 13.10 | 7.95 | 6.89 | 2.68 | 1.47 | 1.71 | 1.48 | 13.21 | 4.85 | 5.15 | 6.27 | 2.24 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWSMX (STRATEGIC ALLOCATION: MODERATE FUND INVESTOR CLASS) |
-7.17%
Mar 2000 - Mar 2003 |
-1.29%
Feb 2004 - Feb 2009 |
2.52%
Feb 1999 - Feb 2009 |
3.83%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TWSMX (STRATEGIC ALLOCATION: MODERATE FUND INVESTOR CLASS) |
19.30%
Mar 1997 - Mar 2000 |
15.17%
Feb 2009 - Feb 2014 |
10.09%
Feb 2009 - Feb 2019 |
8.04%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart