TWMIX Mutual Fund

NAV$18.42

Returns Overview

1 Month
+1.52%
3 Months
+29.46%
6 Months
+35.31%
YTD
+32.02%
1 Year
+61.01%
3 Years (annualized)
+28.17%
5 Years (annualized)
+6.84%
10 Years (annualized)
+10.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWMIX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+32.02%
Peer Avg (YTD)
+23.08%
vs Peers
+8.94%

TWMIX Mutual Fund Performance

TWMIX performance across multiple time periods: 1-month 1.52%, YTD 32.02%, 1-year 61.01%, 3-year 28.17%, 5-year 6.84%, 10-year 10.21%.

TWMIX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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