TWIEX Mutual Fund

TWIEX Mutual Fund

NAV$14.20
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Returns Overview

1 Month
-0.71%
3 Months
+1.45%
6 Months
-0.43%
YTD
+2.11%
1 Year
+7.14%
3 Years (annualized)
+5.88%
5 Years (annualized)
+0.46%
10 Years (annualized)
+6.60%

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
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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
MSCI EAFE Growth Index(M1EA000G)
This Mutual Fund (YTD)
+2.11%
Peer Avg (YTD)
+6.23%
vs Peers
-4.12%

TWIEX Mutual Fund Performance

TWIEX performance across multiple time periods: 1-month -0.71%, YTD 2.11%, 1-year 7.14%, 3-year 5.88%, 5-year 0.46%, 10-year 6.60%.

TWIEX returns trail the peer average of 6.23% 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.