TWAVX Mutual Fund

TWAVX Mutual Fund

NAV$9.05
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Returns Overview

1 Month
-0.03%
3 Months
+0.10%
6 Months
+0.23%
YTD
+0.50%
1 Year
+2.59%
3 Years (annualized)
+3.72%
5 Years (annualized)
+1.33%
10 Years (annualized)
+1.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWAVX 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)
+0.50%
Peer Avg (YTD)
+1.70%
vs Peers
-1.20%

TWAVX Mutual Fund Performance

TWAVX performance across multiple time periods: 1-month -0.03%, YTD 0.50%, 1-year 2.59%, 3-year 3.72%, 5-year 1.33%, 10-year 1.27%.

TWAVX returns trail the peer average of 1.70% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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