TWEBX Mutual Fund

TWEBX Mutual Fund

NAV$22.66
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Returns Overview

1 Month
+2.57%
3 Months
+0.80%
6 Months
+7.73%
YTD
+14.74%
1 Year
+20.37%
3 Years (annualized)
+16.15%
5 Years (annualized)
+9.27%
10 Years (annualized)
+8.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWEBX 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
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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 World Index (Hedged to US)
This Mutual Fund (YTD)
+14.74%
Peer Avg (YTD)
+12.44%
vs Peers
+2.30%

TWEBX Mutual Fund Performance

TWEBX performance across multiple time periods: 1-month 2.57%, YTD 14.74%, 1-year 20.37%, 3-year 16.15%, 5-year 9.27%, 10-year 8.91%.

TWEBX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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