TWEAX Mutual Fund

NAV$9.61

Returns Overview

1 Month
+2.28%
3 Months
+4.74%
6 Months
+8.39%
YTD
+8.01%
1 Year
+16.08%
3 Years (annualized)
+10.41%
5 Years (annualized)
+7.22%
10 Years (annualized)
+8.28%

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
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
Russell 3000 Value(^RAV)
This Mutual Fund (YTD)
+8.01%
Peer Avg (YTD)
+9.49%
vs Peers
-1.48%

TWEAX Mutual Fund Performance

TWEAX performance across multiple time periods: 1-month 2.28%, YTD 8.01%, 1-year 16.08%, 3-year 10.41%, 5-year 7.22%, 10-year 8.28%.

TWEAX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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