TWEIX Mutual Fund

NAV$9.58

Returns Overview

1 Month
+2.46%
3 Months
+4.92%
6 Months
+8.63%
YTD
+8.12%
1 Year
+16.49%
3 Years (annualized)
+10.72%
5 Years (annualized)
+7.51%
10 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWEIX 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)
+8.12%
Peer Avg (YTD)
+9.49%
vs Peers
-1.37%

TWEIX Mutual Fund Performance

TWEIX performance across multiple time periods: 1-month 2.46%, YTD 8.12%, 1-year 16.49%, 3-year 10.72%, 5-year 7.51%, 10-year 8.56%.

TWEIX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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