TWCUX Mutual Fund

TWCUX Mutual Fund

NAV$99.31
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Returns Overview

1 Month
-3.47%
3 Months
-0.93%
6 Months
+2.19%
YTD
+1.80%
1 Year
+9.30%
3 Years (annualized)
+16.19%
5 Years (annualized)
+8.64%
10 Years (annualized)
+16.12%

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)
+1.80%
Peer Avg (YTD)
+6.23%
vs Peers
-4.44%

TWCUX Mutual Fund Performance

TWCUX performance across multiple time periods: 1-month -3.47%, YTD 1.80%, 1-year 9.30%, 3-year 16.19%, 5-year 8.64%, 10-year 16.12%.

TWCUX returns trail the peer average of 6.23% 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.