TRWCX Mutual Fund

TRWCX Mutual Fund

NAV$27.63
See how much of TRWCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.29%
3 Months
-2.17%
6 Months
+5.99%
YTD
+11.82%
1 Year
+18.84%
3 Years (annualized)
+20.03%
5 Years (annualized)
+8.33%
10 Years (annualized)
+7.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRWCX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+11.82%
Peer Avg (YTD)
+10.38%
vs Peers
+1.43%

TRWCX Mutual Fund Performance

TRWCX performance across multiple time periods: 1-month -0.29%, YTD 11.82%, 1-year 18.84%, 3-year 20.03%, 5-year 8.33%, 10-year 7.75%.

TRWCX returns outperform the peer average of 10.38% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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