TRWIX Mutual Fund

TRWIX Mutual Fund

NAV$28.60
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Returns Overview

1 Month
-0.21%
3 Months
-1.90%
6 Months
+6.57%
YTD
+12.84%
1 Year
+20.17%
3 Years (annualized)
+21.40%
5 Years (annualized)
+9.58%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRWIX 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)
+12.84%
Peer Avg (YTD)
+10.38%
vs Peers
+2.45%

TRWIX Mutual Fund Performance

TRWIX performance across multiple time periods: 1-month -0.21%, YTD 12.84%, 1-year 20.17%, 3-year 21.40%, 5-year 9.58%, 10-year 9.00%.

TRWIX returns outperform the peer average of 10.38% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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