TWCCX Mutual Fund

TWCCX Mutual Fund

NAV$63.91
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Returns Overview

1 Month
+3.60%
3 Months
-3.74%
6 Months
+9.04%
YTD
+4.86%
1 Year
+10.77%
3 Years (annualized)
+17.13%
5 Years (annualized)
+7.60%
10 Years (annualized)
+16.17%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+4.86%
Peer Avg (YTD)
+8.51%
vs Peers
-3.65%

TWCCX Mutual Fund Performance

TWCCX performance across multiple time periods: 1-month 3.60%, YTD 4.86%, 1-year 10.77%, 3-year 17.13%, 5-year 7.60%, 10-year 16.17%.

TWCCX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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