TransWestern Institutional Short Duration Government Bond Fund (TWSGX) belongs to the Government Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TWSGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TWSGX
TWSGX charges 0.65% annually. There are 69 mutual funds in the Government Bonds category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.01% | — | Mar 2009 | TWSGX vs GUSTX | |
| Fidelity Intermediate Treasury Bond Index Fund | 0.03% | — | — | TWSGX vs FUAMX | |
| Fidelity Long-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | TWSGX vs FNBGX | |
| Fidelity Short-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | TWSGX vs FUMBX | |
| Fidelity SAI U.S. Treasury Bond Index Fund | 0.03% | — | Mar 2016 | TWSGX vs FUTBX |
Best Risk-Adjusted Alternatives to TWSGX
TWSGX has a PortfoliosLab risk / return rank of 54. There are 13 mutual funds in the Government Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Adjustable Rate Fund | 99 | — | Dec 1985 | TWSGX vs FEUGX | |
| GMO U.S. Treasury Fund | 99 | — | Mar 2009 | TWSGX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 88 | — | Aug 2010 | TWSGX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 86 | 33.50B | Dec 2009 | TWSGX vs VSBSX | |
| Integrity Short Term Government Fund | 84 | — | Jun 2011 | TWSGX vs MDSIX |
Top Performing TWSGX Alternatives (YTD)
TWSGX is at 0.63% YTD. There are 14 mutual funds in the Government Bonds category with higher YTD returns, going as high as 1.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Adjustable Rate Fund | 1.82% | — | Dec 1985 | TWSGX vs FEUGX | |
| Vanguard Emerging Markets Government Bond Index Fu... | 1.70% | 6.50B | Feb 2015 | TWSGX vs VGIVX | |
| Vanguard Emerging Markets Government Bond Index Fu... | 1.65% | 6.50B | May 2013 | TWSGX vs VGAVX | |
| Integrity Short Term Government Fund | 1.65% | — | Jun 2011 | TWSGX vs MDSIX | |
| GMO U.S. Treasury Fund | 1.46% | — | Mar 2009 | TWSGX vs GUSTX |
Lowest Volatility Alternatives to TWSGX
TWSGX has 2.21% 1-year volatility. There are 19 mutual funds in the Government Bonds category with lower 1-year volatility, going as low as 1.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Government Portfolio | 1.21% | — | May 1987 | TWSGX vs DFFGX | |
| GMO U.S. Treasury Fund | 1.22% | — | Mar 2009 | TWSGX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 1.27% | — | Aug 2010 | TWSGX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 1.28% | 33.50B | Dec 2009 | TWSGX vs VSBSX | |
| Federated Hermes Adjustable Rate Fund | 1.41% | — | Dec 1985 | TWSGX vs FEUGX |
Lowest Drawdown Alternatives to TWSGX
TWSGX has a 1-year max drawdown of -1.29%. There are 13 mutual funds in the Government Bonds category with shallower 1-year drawdowns, going as shallow as -0.20%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | -0.20% | — | Mar 2009 | TWSGX vs GUSTX | |
| Federated Hermes Adjustable Rate Fund | -0.32% | — | Dec 1985 | TWSGX vs FEUGX | |
| Davis Government Bond Fund | -0.77% | — | Nov 1994 | TWSGX vs RFBAX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | -0.81% | — | Aug 2010 | TWSGX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | -0.84% | 33.50B | Dec 2009 | TWSGX vs VSBSX |
Often Compared With TWSGX
Investors most often compare TWSGX with FBLTX, PDMIX. These 2 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity SAI Long-Term Treasury Bond Index Fund | Government Bonds | 6 | -0.08% | — | Oct 2015 | TWSGX vs FBLTX | |
| PIMCO GNMA and Government Securities Fund | Government Bonds | 33 | 1.23% | — | Jul 1997 | TWSGX vs PDMIX |
Compare TWSGX with Any Fund or Stock
Compare TWSGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TWSGX with funds that move differently
TransWestern Institutional Short Duration Government Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TWSGX.
Explore TWSGX Diversifiers