TLWIX Mutual Fund

TLWIX Mutual Fund

NAV$21.03
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Returns Overview

1 Month
+1.38%
3 Months
+0.71%
6 Months
+3.75%
YTD
+6.44%
1 Year
+11.00%
3 Years (annualized)
+11.48%
5 Years (annualized)
+5.19%
10 Years (annualized)
+7.36%

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
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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
Lifecycle Index 2020 Fund Composite Index
This Mutual Fund (YTD)
+6.44%
Peer Avg (YTD)
+8.76%
vs Peers
-2.31%

TLWIX Mutual Fund Performance

TLWIX performance across multiple time periods: 1-month 1.38%, YTD 6.44%, 1-year 11.00%, 3-year 11.48%, 5-year 5.19%, 10-year 7.36%.

TLWIX returns trail the peer average of 8.76% YTD. With an expense ratio of 0.10%, investors should weigh costs against performance when evaluating this mutual fund.

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