TWGIX Mutual Fund

TWGIX Mutual Fund

NAV$62.05
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Returns Overview

1 Month
-2.08%
3 Months
+2.29%
6 Months
+4.33%
YTD
+2.91%
1 Year
+10.51%
3 Years (annualized)
+17.25%
5 Years (annualized)
+9.88%
10 Years (annualized)
+16.05%

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)
+2.91%
Peer Avg (YTD)
+6.23%
vs Peers
-3.32%

TWGIX Mutual Fund Performance

TWGIX performance across multiple time periods: 1-month -2.08%, YTD 2.91%, 1-year 10.51%, 3-year 17.25%, 5-year 9.88%, 10-year 16.05%.

TWGIX returns trail the peer average of 6.23% 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.