TWEAX Mutual Fund

TWEAX Mutual Fund

NAV$9.62
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Returns Overview

1 Month
+5.94%
3 Months
+2.35%
6 Months
+7.98%
YTD
+15.17%
1 Year
+19.49%
3 Years (annualized)
+15.45%
5 Years (annualized)
+7.84%
10 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWEAX 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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+15.17%
Peer Avg (YTD)
+12.44%
vs Peers
+2.73%

TWEAX Mutual Fund Performance

TWEAX performance across multiple time periods: 1-month 5.94%, YTD 15.17%, 1-year 19.49%, 3-year 15.45%, 5-year 7.84%, 10-year 8.97%.

TWEAX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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