TWMTX Mutual Fund

TWMTX Mutual Fund

NAV$157.43
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Returns Overview

1 Month
+12.72%
3 Months
+2.64%
6 Months
-0.67%
YTD
+1.92%
1 Year
+30.90%
3 Years (annualized)
+24.79%
5 Years (annualized)
+11.58%
10 Years (annualized)
+16.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWMTX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+1.92%
Peer Avg (YTD)
+3.42%
vs Peers
-1.50%

TWMTX Mutual Fund Performance

TWMTX performance across multiple time periods: 1-month 12.72%, YTD 1.92%, 1-year 30.90%, 3-year 24.79%, 5-year 11.58%, 10-year 16.89%.

TWMTX returns trail the peer average of 3.42% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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