TWIEX Mutual Fund

TWIEX Mutual Fund

NAV$13.84
See how much of TWIEX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.07%
3 Months
-1.57%
6 Months
-0.14%
YTD
-0.72%
1 Year
+0.63%
3 Years (annualized)
+11.12%
5 Years (annualized)
-0.44%
10 Years (annualized)
+6.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWIEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE Growth Index(M1EA000G)
This Mutual Fund (YTD)
-0.72%
Peer Avg (YTD)
+5.23%
vs Peers
-5.95%

TWIEX Mutual Fund Performance

TWIEX performance across multiple time periods: 1-month -0.07%, YTD -0.72%, 1-year 0.63%, 3-year 11.12%, 5-year -0.44%, 10-year 6.62%.

TWIEX returns trail the peer average of 5.23% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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