TWHIX Mutual Fund

TWHIX Mutual Fund

NAV$22.49
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Returns Overview

1 Month
+2.73%
3 Months
+16.28%
6 Months
+8.61%
YTD
+7.37%
1 Year
+5.54%
3 Years (annualized)
+19.49%
5 Years (annualized)
+7.44%
10 Years (annualized)
+13.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWHIX 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
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📉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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+7.37%
Peer Avg (YTD)
+10.82%
vs Peers
-3.44%

TWHIX Mutual Fund Performance

TWHIX performance across multiple time periods: 1-month 2.73%, YTD 7.37%, 1-year 5.54%, 3-year 19.49%, 5-year 7.44%, 10-year 13.55%.

TWHIX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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