TRWAX Mutual Fund

TRWAX Mutual Fund

NAV$27.69
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Returns Overview

1 Month
+1.58%
3 Months
+4.97%
6 Months
+7.23%
YTD
+16.51%
1 Year
+27.41%
3 Years (annualized)
+14.31%
5 Years (annualized)
+6.11%
10 Years (annualized)
+5.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRWAX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+16.51%
Peer Avg (YTD)
+12.12%
vs Peers
+4.39%

TRWAX Mutual Fund Performance

TRWAX performance across multiple time periods: 1-month 1.58%, YTD 16.51%, 1-year 27.41%, 3-year 14.31%, 5-year 6.11%, 10-year 5.72%.

TRWAX returns outperform the peer average of 12.12% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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