TLWIX Mutual Fund

TLWIX Mutual Fund

NAV$21.37
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.09%
3 Months
+6.97%
6 Months
+6.11%
YTD
+5.79%
1 Year
+12.89%
3 Years (annualized)
+11.58%
5 Years (annualized)
+5.46%
10 Years (annualized)
+7.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TLWIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lifecycle Index 2020 Fund Composite Index
This Mutual Fund (YTD)
+5.79%
Peer Avg (YTD)
+7.64%
vs Peers
-1.85%

TLWIX Mutual Fund Performance

TLWIX performance across multiple time periods: 1-month 0.09%, YTD 5.79%, 1-year 12.89%, 3-year 11.58%, 5-year 5.46%, 10-year 7.58%.

TLWIX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

TLWIX performance comparison shows side-by-side returns with another fund. TLWIX alternatives are available in the Mutual Fund Screener.