TWAIX Mutual Fund

NAV$14.65

Returns Overview

1 Month
+0.90%
3 Months
+13.37%
6 Months
+14.81%
YTD
+13.55%
1 Year
+26.07%
3 Years (annualized)
+18.51%
5 Years (annualized)
+9.24%
10 Years (annualized)
+8.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWAIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+13.55%
Peer Avg (YTD)
+9.13%
vs Peers
+4.42%

TWAIX Mutual Fund Performance

TWAIX performance across multiple time periods: 1-month 0.90%, YTD 13.55%, 1-year 26.07%, 3-year 18.51%, 5-year 9.24%, 10-year 8.85%.

TWAIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

TWAIX performance comparison shows side-by-side returns with another fund. TWAIX alternatives are available in the Mutual Fund Screener.