TWHIX Mutual Fund

TWHIX Mutual Fund

NAV$21.81
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Returns Overview

1 Month
-5.27%
3 Months
+2.84%
6 Months
+2.99%
YTD
+2.89%
1 Year
-1.42%
3 Years (annualized)
+11.89%
5 Years (annualized)
+3.22%
10 Years (annualized)
+11.19%

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
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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+2.89%
Peer Avg (YTD)
+9.54%
vs Peers
-6.65%

TWHIX Mutual Fund Performance

TWHIX performance across multiple time periods: 1-month -5.27%, YTD 2.89%, 1-year -1.42%, 3-year 11.89%, 5-year 3.22%, 10-year 11.19%.

TWHIX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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