TWCGX Mutual Fund

TWCGX Mutual Fund

NAV$63.32
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Returns Overview

1 Month
+3.97%
3 Months
-1.27%
6 Months
+12.31%
YTD
+6.89%
1 Year
+12.90%
3 Years (annualized)
+19.02%
5 Years (annualized)
+9.75%
10 Years (annualized)
+16.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWCGX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.89%
Peer Avg (YTD)
+8.51%
vs Peers
-1.62%

TWCGX Mutual Fund Performance

TWCGX performance across multiple time periods: 1-month 3.97%, YTD 6.89%, 1-year 12.90%, 3-year 19.02%, 5-year 9.75%, 10-year 16.13%.

TWCGX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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