TWQAX Mutual Fund

TWQAX Mutual Fund

NAV$19.95
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Returns Overview

1 Month
-0.09%
3 Months
+9.00%
6 Months
+8.88%
YTD
+7.75%
1 Year
+24.49%
3 Years (annualized)
+16.11%
5 Years (annualized)
+10.69%
10 Years (annualized)
+10.41%

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
PROUpgrade to run
📉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)
+7.75%
Peer Avg (YTD)
+9.49%
vs Peers
-1.74%

TWQAX Mutual Fund Performance

TWQAX performance across multiple time periods: 1-month -0.09%, YTD 7.75%, 1-year 24.49%, 3-year 16.11%, 5-year 10.69%, 10-year 10.41%.

TWQAX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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