TWGIX Mutual Fund

TWGIX Mutual Fund

NAV$66.35
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Returns Overview

1 Month
+3.99%
3 Months
-1.21%
6 Months
+12.43%
YTD
+7.02%
1 Year
+13.13%
3 Years (annualized)
+19.26%
5 Years (annualized)
+9.97%
10 Years (annualized)
+16.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWGIX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+7.02%
Peer Avg (YTD)
+8.51%
vs Peers
-1.49%

TWGIX Mutual Fund Performance

TWGIX performance across multiple time periods: 1-month 3.99%, YTD 7.02%, 1-year 13.13%, 3-year 19.26%, 5-year 9.97%, 10-year 16.60%.

TWGIX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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