TWDAX Mutual Fund

NAV$19.36

Returns Overview

1 Month
-0.21%
3 Months
+14.91%
6 Months
+7.24%
YTD
+5.70%
1 Year
+3.65%
3 Years (annualized)
+15.05%
5 Years (annualized)
+7.03%
10 Years (annualized)
+8.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWDAX 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
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+5.70%
Peer Avg (YTD)
+9.49%
vs Peers
-3.79%

TWDAX Mutual Fund Performance

TWDAX performance across multiple time periods: 1-month -0.21%, YTD 5.70%, 1-year 3.65%, 3-year 15.05%, 5-year 7.03%, 10-year 8.53%.

TWDAX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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