TWIEX Mutual Fund

TWIEX Mutual Fund

NAV$13.83
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Returns Overview

1 Month
+1.35%
3 Months
+1.07%
6 Months
-1.32%
YTD
+3.49%
1 Year
+6.39%
3 Years (annualized)
+8.42%
5 Years (annualized)
+0.04%
10 Years (annualized)
+6.84%

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
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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
MSCI EAFE Growth Index(M1EA000G)
This Mutual Fund (YTD)
+3.49%
Peer Avg (YTD)
+8.51%
vs Peers
-5.02%

TWIEX Mutual Fund Performance

TWIEX performance across multiple time periods: 1-month 1.35%, YTD 3.49%, 1-year 6.39%, 3-year 8.42%, 5-year 0.04%, 10-year 6.84%.

TWIEX returns trail the peer average of 8.51% 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.