TWCIX Mutual Fund

TWCIX Mutual Fund

NAV$141.30
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Returns Overview

1 Month
+3.08%
3 Months
-4.17%
6 Months
+8.40%
YTD
+4.53%
1 Year
+12.40%
3 Years (annualized)
+17.40%
5 Years (annualized)
+9.49%
10 Years (annualized)
+15.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWCIX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.53%
Peer Avg (YTD)
+8.51%
vs Peers
-3.98%

TWCIX Mutual Fund Performance

TWCIX performance across multiple time periods: 1-month 3.08%, YTD 4.53%, 1-year 12.40%, 3-year 17.40%, 5-year 9.49%, 10-year 15.92%.

TWCIX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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