TWAAX Mutual Fund

TWAAX Mutual Fund

NAV$13.73
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Returns Overview

1 Month
-3.71%
3 Months
-3.38%
6 Months
+0.15%
YTD
+8.19%
1 Year
+13.48%
3 Years (annualized)
+19.21%
5 Years (annualized)
+6.79%
10 Years (annualized)
+7.09%

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)
+8.19%
Peer Avg (YTD)
+8.05%
vs Peers
+0.13%

TWAAX Mutual Fund Performance

TWAAX performance across multiple time periods: 1-month -3.71%, YTD 8.19%, 1-year 13.48%, 3-year 19.21%, 5-year 6.79%, 10-year 7.09%.

TWAAX returns outperform the peer average of 8.05% 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.