TNWCX Mutual Fund

TNWCX Mutual Fund

NAV$21.48
See how much of TNWCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.02%
3 Months
+2.97%
6 Months
+10.59%
YTD
+22.78%
1 Year
+21.93%
3 Years (annualized)
+7.05%
5 Years (annualized)
+13.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TNWCX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+22.78%
Peer Avg (YTD)
+19.87%
vs Peers
+2.91%

TNWCX Mutual Fund Performance

TNWCX performance across multiple time periods: 1-month -3.02%, YTD 22.78%, 1-year 21.93%, 3-year 7.05%, 5-year 13.50%.

TNWCX returns outperform the peer average of 19.87% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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