TWBIX Mutual Fund

TWBIX Mutual Fund

NAV$21.83
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Returns Overview

1 Month
+1.59%
3 Months
+1.03%
6 Months
+5.29%
YTD
+5.98%
1 Year
+9.61%
3 Years (annualized)
+11.07%
5 Years (annualized)
+1.16%
10 Years (annualized)
+5.90%

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
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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.98%
Peer Avg (YTD)
+6.28%
vs Peers
-0.30%

TWBIX Mutual Fund Performance

TWBIX performance across multiple time periods: 1-month 1.59%, YTD 5.98%, 1-year 9.61%, 3-year 11.07%, 5-year 1.16%, 10-year 5.90%.

TWBIX returns trail the peer average of 6.28% 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.