TRWTX Mutual Fund

TRWTX Mutual Fund

NAV$28.73
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Returns Overview

1 Month
+1.61%
3 Months
+5.10%
6 Months
+7.46%
YTD
+16.90%
1 Year
+28.07%
3 Years (annualized)
+19.82%
5 Years (annualized)
+10.23%
10 Years (annualized)
+9.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRWTX 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)
+16.90%
Peer Avg (YTD)
+12.12%
vs Peers
+4.78%

TRWTX Mutual Fund Performance

TRWTX performance across multiple time periods: 1-month 1.61%, YTD 16.90%, 1-year 28.07%, 3-year 19.82%, 5-year 10.23%, 10-year 9.15%.

TRWTX returns outperform the peer average of 12.12% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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