TRWRX Mutual Fund

TRWRX Mutual Fund

NAV$28.79
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Returns Overview

1 Month
-0.24%
3 Months
-2.01%
6 Months
+6.33%
YTD
+12.40%
1 Year
+19.57%
3 Years (annualized)
+20.79%
5 Years (annualized)
+9.03%
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)
+12.40%
Peer Avg (YTD)
+10.38%
vs Peers
+2.02%

TRWRX Mutual Fund Performance

TRWRX performance across multiple time periods: 1-month -0.24%, YTD 12.40%, 1-year 19.57%, 3-year 20.79%, 5-year 9.03%, 10-year 8.76%.

TRWRX returns outperform the peer average of 10.38% 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.