TLWCX Mutual Fund

TLWCX Mutual Fund

NAV$21.38
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Returns Overview

1 Month
-3.04%
3 Months
+2.95%
6 Months
+10.47%
YTD
+22.47%
1 Year
+21.61%
3 Years (annualized)
+6.75%
5 Years (annualized)
+13.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLWCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+22.47%
Peer Avg (YTD)
+19.87%
vs Peers
+2.60%

TLWCX Mutual Fund Performance

TLWCX performance across multiple time periods: 1-month -3.04%, YTD 22.47%, 1-year 21.61%, 3-year 6.75%, 5-year 13.18%.

TLWCX returns outperform the peer average of 19.87% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

TLWCX vs another fund shows side-by-side returns. TLWCX alternatives are available in the Mutual Fund Screener.