TWMIX Mutual Fund

TWMIX Mutual Fund

NAV$16.60
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Returns Overview

1 Month
-9.33%
3 Months
-7.39%
6 Months
-7.04%
YTD
+11.18%
1 Year
+15.46%
3 Years (annualized)
+24.30%
5 Years (annualized)
+4.51%
10 Years (annualized)
+7.55%

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
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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 Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+11.18%
Peer Avg (YTD)
+9.82%
vs Peers
+1.36%

TWMIX Mutual Fund Performance

TWMIX performance across multiple time periods: 1-month -9.33%, YTD 11.18%, 1-year 15.46%, 3-year 24.30%, 5-year 4.51%, 10-year 7.55%.

TWMIX returns outperform the peer average of 9.82% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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