TRWTX Mutual Fund

TRWTX Mutual Fund

NAV$29.67
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Returns Overview

1 Month
+3.14%
3 Months
+8.67%
6 Months
+10.06%
YTD
+15.05%
1 Year
+30.64%
3 Years (annualized)
+17.66%
5 Years (annualized)
+10.16%
10 Years (annualized)
+9.30%

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)
+15.05%
Peer Avg (YTD)
+11.12%
vs Peers
+3.93%

TRWTX Mutual Fund Performance

TRWTX performance across multiple time periods: 1-month 3.14%, YTD 15.05%, 1-year 30.64%, 3-year 17.66%, 5-year 10.16%, 10-year 9.30%.

TRWTX returns outperform the peer average of 11.12% 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.