TWAAX Mutual Fund

TWAAX Mutual Fund

NAV$14.67
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Returns Overview

1 Month
-1.25%
3 Months
+3.64%
6 Months
+7.16%
YTD
+13.13%
1 Year
+26.14%
3 Years (annualized)
+16.34%
5 Years (annualized)
+8.24%
10 Years (annualized)
+7.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWAAX 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 ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+13.13%
Peer Avg (YTD)
+9.42%
vs Peers
+3.71%

TWAAX Mutual Fund Performance

TWAAX performance across multiple time periods: 1-month -1.25%, YTD 13.13%, 1-year 26.14%, 3-year 16.34%, 5-year 8.24%, 10-year 7.82%.

TWAAX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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