Canada markets open in 4 hours 13 minutes

TSW Large Cap Value Institutional (TSWEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
13.08+0.04 (+0.31%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.92%
5-Year Average Return10.11%
Number of Years Up24
Number of Years Down7
Best 1 Yr Total Return (Jun 30, 2024)30.72%
Worst 1 Yr Total Return (Jun 30, 2024)N/A
Best 3-Yr Total Return30.72%
Worst 3-Yr Total Return5.29%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTSWEXCategory
YTD6.58%4.44%
1-Month3.02%-4.04%
3-Month3.77%4.09%
1-Year18.41%14.37%
3-Year6.24%6.04%
5-Year11.81%9.20%
10-Year8.85%8.57%
Last Bull Market15.64%22.97%
Last Bear Market-9.01%-11.27%

Annual Total Return (%) History

Year
TSWEXCategory
2024
N/AN/A
2023
6.39%11.63%
2022
0.91%-5.90%
2021
25.09%26.22%
2020
7.38%2.91%
2019
21.24%25.04%
2018
-1.71%-8.53%
2017
14.53%15.94%
2016
9.00%14.81%
2015
-1.25%-4.05%
2014
8.46%10.21%
2013
30.72%31.21%
2012
13.05%14.57%
2011
-5.10%-0.75%
2010
10.28%13.66%
2009
21.02%24.13%
2008
-34.68%-37.09%
2007
6.35%1.42%
2006
13.76%18.15%
2005
10.11%5.95%
2004
13.67%12.97%
2003
26.73%28.44%
2002
-25.64%-18.69%
2001
-0.88%-4.99%
2000
2.53%7.87%
1999
11.18%6.72%
1998
7.09%12.00%
1997
26.16%26.61%
1996
21.32%20.08%
1995
26.33%32.39%
1994
-0.60%-0.70%
1993
12.81%N/A
1992
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.22%N/AN/AN/A
2023-1.89%2.93%-0.84%6.24%
20225.06%-9.01%-5.84%12.12%
202112.28%5.04%-1.12%7.27%
2020-23.26%16.42%3.90%15.68%
20198.93%3.70%0.88%6.40%
2018-0.81%3.11%8.45%-11.39%
20175.65%2.71%1.91%3.58%
20161.65%0.12%6.42%0.64%
20150.56%-0.05%-7.42%6.12%
20142.27%4.72%-2.89%4.28%
201310.24%2.72%6.20%8.70%
201211.61%-5.03%6.82%-0.15%
20115.45%-1.07%-18.10%11.07%
20105.59%-15.09%11.44%10.38%
2009-12.04%13.42%13.98%6.43%
2008-8.03%-2.24%-6.92%-21.96%
20071.29%6.58%1.46%-2.90%
20066.23%-2.60%1.89%7.91%
20051.30%-0.24%7.22%1.62%
20040.93%2.59%2.72%6.86%
2003-4.03%16.24%2.13%11.23%
20021.19%-13.03%-23.08%9.84%
2001-6.29%4.91%-11.18%13.52%
20001.07%-3.68%0.72%4.56%
19993.18%9.95%-7.59%6.05%
19989.73%-2.57%-10.00%11.30%
19971.28%14.43%5.61%3.07%
19965.98%3.90%1.78%8.25%
19958.72%4.85%5.23%5.31%
1994-4.36%0.38%5.52%-1.88%
19935.99%1.33%1.97%3.02%
19922.35%N/AN/AN/A

Rank In Category (By Total Return)

YTD67
1-Month52
3-Month50
1-Year80
3-Year51
5-Year42

Load Adjusted Returns

1-Year18.41%
3-Year6.24%
5-Year11.81%
10-Year8.85%