TWBIX Mutual Fund

TWBIX Mutual Fund

NAV$22.41
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Returns Overview

1 Month
-0.36%
3 Months
+1.78%
6 Months
+3.54%
YTD
+4.32%
1 Year
+9.81%
3 Years (annualized)
+9.95%
5 Years (annualized)
+5.19%
10 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWBIX 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
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📉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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.32%
Peer Avg (YTD)
+5.54%
vs Peers
-1.22%

TWBIX Mutual Fund Performance

TWBIX performance across multiple time periods: 1-month -0.36%, YTD 4.32%, 1-year 9.81%, 3-year 9.95%, 5-year 5.19%, 10-year 7.80%.

TWBIX returns trail the peer average of 5.54% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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