TWDAX Mutual Fund

TWDAX Mutual Fund

NAV$19.21
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Returns Overview

1 Month
-1.15%
3 Months
+3.11%
6 Months
+3.45%
YTD
+6.00%
1 Year
+14.34%
3 Years (annualized)
+17.33%
5 Years (annualized)
+9.15%
10 Years (annualized)
+7.92%

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
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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
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+6.00%
Peer Avg (YTD)
+11.41%
vs Peers
-5.41%

TWDAX Mutual Fund Performance

TWDAX performance across multiple time periods: 1-month -1.15%, YTD 6.00%, 1-year 14.34%, 3-year 17.33%, 5-year 9.15%, 10-year 7.92%.

TWDAX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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