TNWIX Mutual Fund

TNWIX Mutual Fund

NAV$5.31
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Returns Overview

1 Month
+0.26%
3 Months
-0.19%
6 Months
+2.26%
YTD
+2.58%
1 Year
+12.86%
3 Years (annualized)
+7.48%
5 Years (annualized)
+9.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TNWIX 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
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+2.58%
Peer Avg (YTD)
+0.10%
vs Peers
+2.48%

TNWIX Mutual Fund Performance

TNWIX performance across multiple time periods: 1-month 0.26%, YTD 2.58%, 1-year 12.86%, 3-year 7.48%, 5-year 9.81%.

TNWIX returns outperform the peer average of 0.10% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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