TWARX Mutual Fund

TWARX Mutual Fund

NAV$8.96
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Returns Overview

1 Month
-0.06%
3 Months
-0.08%
6 Months
+0.10%
YTD
+0.24%
1 Year
+2.22%
3 Years (annualized)
+3.42%
5 Years (annualized)
+1.06%
10 Years (annualized)
+1.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWARX 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
Bloomberg Barclays US 1-3 Year Government Bond Index(^BBU13YG)
This Mutual Fund (YTD)
+0.24%
Peer Avg (YTD)
+1.70%
vs Peers
-1.46%

TWARX Mutual Fund Performance

TWARX performance across multiple time periods: 1-month -0.06%, YTD 0.24%, 1-year 2.22%, 3-year 3.42%, 5-year 1.06%, 10-year 1.02%.

TWARX returns trail the peer average of 1.70% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

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