TRWRX Mutual Fund

TRWRX Mutual Fund

NAV$29.84
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Returns Overview

1 Month
+3.09%
3 Months
+8.51%
6 Months
+9.73%
YTD
+14.71%
1 Year
+29.94%
3 Years (annualized)
+17.04%
5 Years (annualized)
+9.58%
10 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRWRX 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)
+14.71%
Peer Avg (YTD)
+11.12%
vs Peers
+3.59%

TRWRX Mutual Fund Performance

TRWRX performance across multiple time periods: 1-month 3.09%, YTD 14.71%, 1-year 29.94%, 3-year 17.04%, 5-year 9.58%, 10-year 8.76%.

TRWRX returns outperform the peer average of 11.12% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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