TWGGX Mutual Fund

NAV$12.25

Returns Overview

1 Month
+0.66%
3 Months
+15.51%
6 Months
+6.68%
YTD
+5.47%
1 Year
+9.35%
3 Years (annualized)
+12.53%
5 Years (annualized)
+4.94%
10 Years (annualized)
+11.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWGGX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.47%
Peer Avg (YTD)
+8.97%
vs Peers
-3.50%

TWGGX Mutual Fund Performance

TWGGX performance across multiple time periods: 1-month 0.66%, YTD 5.47%, 1-year 9.35%, 3-year 12.53%, 5-year 4.94%, 10-year 11.67%.

TWGGX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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