TWARX Mutual Fund

TWARX Mutual Fund

NAV$8.95
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Returns Overview

1 Month
+0.67%
3 Months
+0.06%
6 Months
-0.03%
YTD
+0.29%
1 Year
+0.66%
3 Years (annualized)
+2.97%
5 Years (annualized)
+0.82%
10 Years (annualized)
+0.87%

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
PROUpgrade to run
🏦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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.29%
Peer Avg (YTD)
+1.80%
vs Peers
-1.51%

TWARX Mutual Fund Performance

TWARX performance across multiple time periods: 1-month 0.67%, YTD 0.29%, 1-year 0.66%, 3-year 2.97%, 5-year 0.82%, 10-year 0.87%.

TWARX returns trail the peer average of 1.80% 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.