TWCUX Mutual Fund

TWCUX Mutual Fund

NAV$103.53
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Returns Overview

1 Month
+3.69%
3 Months
-3.48%
6 Months
+9.59%
YTD
+5.55%
1 Year
+11.89%
3 Years (annualized)
+18.31%
5 Years (annualized)
+8.68%
10 Years (annualized)
+17.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWCUX 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)
+5.55%
Peer Avg (YTD)
+8.51%
vs Peers
-2.95%

TWCUX Mutual Fund Performance

TWCUX performance across multiple time periods: 1-month 3.69%, YTD 5.55%, 1-year 11.89%, 3-year 18.31%, 5-year 8.68%, 10-year 17.27%.

TWCUX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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