TWADX Mutual Fund

TWADX Mutual Fund

NAV$9.82
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Returns Overview

1 Month
+5.95%
3 Months
+2.15%
6 Months
+11.60%
YTD
+19.24%
1 Year
+25.03%
3 Years (annualized)
+19.40%
5 Years (annualized)
+10.69%
10 Years (annualized)
+10.58%

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)
+19.24%
Peer Avg (YTD)
+12.44%
vs Peers
+6.80%

TWADX Mutual Fund Performance

TWADX performance across multiple time periods: 1-month 5.95%, YTD 19.24%, 1-year 25.03%, 3-year 19.40%, 5-year 10.69%, 10-year 10.58%.

TWADX returns outperform the peer average of 12.44% 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.