TWADX Mutual Fund

TWADX Mutual Fund

NAV$9.61
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Returns Overview

1 Month
+5.47%
3 Months
+9.25%
6 Months
+12.84%
YTD
+16.73%
1 Year
+27.72%
3 Years (annualized)
+14.78%
5 Years (annualized)
+10.87%
10 Years (annualized)
+10.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWADX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+16.73%
Peer Avg (YTD)
+11.41%
vs Peers
+5.31%

TWADX Mutual Fund Performance

TWADX performance across multiple time periods: 1-month 5.47%, YTD 16.73%, 1-year 27.72%, 3-year 14.78%, 5-year 10.87%, 10-year 10.29%.

TWADX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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