TWEAX Mutual Fund

TWEAX Mutual Fund

NAV$9.55
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Returns Overview

1 Month
+4.19%
3 Months
+5.51%
6 Months
+8.69%
YTD
+12.53%
1 Year
+18.61%
3 Years (annualized)
+11.36%
5 Years (annualized)
+7.70%
10 Years (annualized)
+8.52%

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)
+12.53%
Peer Avg (YTD)
+11.41%
vs Peers
+1.12%

TWEAX Mutual Fund Performance

TWEAX performance across multiple time periods: 1-month 4.19%, YTD 12.53%, 1-year 18.61%, 3-year 11.36%, 5-year 7.70%, 10-year 8.52%.

TWEAX returns outperform the peer average of 11.41% 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.