TWOZX Mutual Fund

NAV$12.69

Returns Overview

1 Month
+1.31%
3 Months
+23.08%
6 Months
+25.31%
YTD
+22.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWOZX 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 Markets Index NTR
This Mutual Fund (YTD)
+22.40%
Peer Avg (YTD)
+8.97%
vs Peers
+13.43%

TWOZX Mutual Fund Performance

TWOZX performance across multiple time periods: 1-month 1.31%, YTD 22.40%.

TWOZX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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