TWQAX Mutual Fund

TWQAX Mutual Fund

NAV$19.66
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Returns Overview

1 Month
+5.07%
3 Months
+7.40%
6 Months
+9.22%
YTD
+14.40%
1 Year
+27.90%
3 Years (annualized)
+19.62%
5 Years (annualized)
+13.12%
10 Years (annualized)
+11.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWQAX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.40%
Peer Avg (YTD)
+11.41%
vs Peers
+2.99%

TWQAX Mutual Fund Performance

TWQAX performance across multiple time periods: 1-month 5.07%, YTD 14.40%, 1-year 27.90%, 3-year 19.62%, 5-year 13.12%, 10-year 11.24%.

TWQAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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