TWCUX Mutual Fund

NAV$100.61

Returns Overview

1 Month
-3.57%
3 Months
+15.45%
6 Months
+5.30%
YTD
+5.46%
1 Year
+15.55%
3 Years (annualized)
+16.34%
5 Years (annualized)
+8.96%
10 Years (annualized)
+17.19%

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
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)
+5.46%
Peer Avg (YTD)
+8.97%
vs Peers
-3.51%

TWCUX Mutual Fund Performance

TWCUX performance across multiple time periods: 1-month -3.57%, YTD 5.46%, 1-year 15.55%, 3-year 16.34%, 5-year 8.96%, 10-year 17.19%.

TWCUX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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