TRWFX Mutual Fund

TRWFX Mutual Fund

NAV$29.87
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Returns Overview

1 Month
+3.10%
3 Months
+8.61%
6 Months
+9.91%
YTD
+14.87%
1 Year
+30.31%
3 Years (annualized)
+17.34%
5 Years (annualized)
+9.87%
10 Years (annualized)
+9.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRWFX 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
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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)
+14.87%
Peer Avg (YTD)
+11.12%
vs Peers
+3.75%

TRWFX Mutual Fund Performance

TRWFX performance across multiple time periods: 1-month 3.10%, YTD 14.87%, 1-year 30.31%, 3-year 17.34%, 5-year 9.87%, 10-year 9.02%.

TRWFX returns outperform the peer average of 11.12% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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