TRWAX Mutual Fund

TRWAX Mutual Fund

NAV$28.24
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Returns Overview

1 Month
+3.08%
3 Months
+8.54%
6 Months
+9.75%
YTD
+14.70%
1 Year
+30.01%
3 Years (annualized)
+17.09%
5 Years (annualized)
+9.61%
10 Years (annualized)
+8.80%

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)
+14.70%
Peer Avg (YTD)
+11.12%
vs Peers
+3.58%

TRWAX Mutual Fund Performance

TRWAX performance across multiple time periods: 1-month 3.08%, YTD 14.70%, 1-year 30.01%, 3-year 17.09%, 5-year 9.61%, 10-year 8.80%.

TRWAX returns outperform the peer average of 11.12% 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.