# TSW Large Cap Value Institutional (TSWEX)

> Source: Nexqual · https://nexqual.com/TSWEX · data as of 2026-10-24 00:04 UTC · cite as "Nexqual, TSW Large Cap Value Institutional (TSWEX), nexqual.com/TSWEX" · informational, not investment advice.

**Price:** USD 15.16 (-0.26% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 15.2 · day 15.16–15.16 · 52w 12.95–15.2 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +20.8% vs S&P 500 +13.4%; 5Y +73.2% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +20.8% | +73.2% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +20.8% | +11.7% |
| Volatility (annualized) | 10.8% | 13.0% |
| Max drawdown | -7.5% (Sep 2026→Sep 2026) | -15.8% (Apr 2022→Sep 2022) |

## Peers
TSWIX (Transamerica  International Equ) USD 28.44 -0.00% · WPSGX (AB Cap Fund, Inc. - AB Concentr) USD 49.96 +0.00% · TWSIX (American Century Select Fund - ) USD 138.27 -0.42% · TRDFX (Steward Values-Focused Small-Mi) USD 13.45 +0.00% · RDWCX (American Funds Developing World) USD 15.26 -0.00%

## More
Full page: https://nexqual.com/TSWEX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt