TWCCX Mutual Fund

NAV$61.82

Returns Overview

1 Month
-3.66%
3 Months
+15.15%
6 Months
+4.78%
YTD
+4.94%
1 Year
+14.40%
3 Years (annualized)
+17.47%
5 Years (annualized)
+12.91%
10 Years (annualized)
+21.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWCCX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.94%
Peer Avg (YTD)
+8.97%
vs Peers
-4.03%

TWCCX Mutual Fund Performance

TWCCX performance across multiple time periods: 1-month -3.66%, YTD 4.94%, 1-year 14.40%, 3-year 17.47%, 5-year 12.91%, 10-year 21.65%.

TWCCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

TWCCX performance comparison shows side-by-side returns with another fund. TWCCX alternatives are available in the Mutual Fund Screener.