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TransWestern Funds Mutual Funds List

Here you can find all mutual funds issued by TransWestern Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
1
Avg. Expense Ratio
0.65%
Avg. 1 Year Return
4.20%
Avg. 5 Year Return
0.89%
Median Risk/Return Score
54 / 100
TransWestern Funds Mutual Funds List

1 result

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend Yield

Risk / Return Rank

Max. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
TransWestern Institutional Short Duration Governme...Government BondsJan 2, 20110.65%
0.63%
1.07%
3.47%
54

Rows per page

1–1 of 1

Explore top TransWestern Funds Mutual Fund Categories and Asset Classes


Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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Best TransWestern Funds Mutual funds by Risk/Return Score


SymbolNameRisk / Return RankAUMInception
TransWestern Institutional Short Duration Governme...
54
Jan 2011

Best-Performing TransWestern Funds Mutual funds Over 5 Years


SymbolNameReturn 5YAUMInception
TransWestern Institutional Short Duration Governme...
0.89%
Jan 2011

Lowest-Cost TransWestern Funds Mutual funds


SymbolNameExpense RatioAUMInception
TransWestern Institutional Short Duration Governme...0.65%Jan 2011

Highest-Yield TransWestern Funds Mutual funds


SymbolNameDividend YieldAUMInception
TransWestern Institutional Short Duration Governme...3.47%Jan 2011

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