TWAIX Mutual Fund

TWAIX Mutual Fund

NAV$14.78
See how much of TWAIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.24%
3 Months
+3.77%
6 Months
+7.35%
YTD
+13.38%
1 Year
+26.56%
3 Years (annualized)
+16.78%
5 Years (annualized)
+8.65%
10 Years (annualized)
+8.24%

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

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)
+13.38%
Peer Avg (YTD)
+9.42%
vs Peers
+3.96%

TWAIX Mutual Fund Performance

TWAIX performance across multiple time periods: 1-month -1.24%, YTD 13.38%, 1-year 26.56%, 3-year 16.78%, 5-year 8.65%, 10-year 8.24%.

TWAIX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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