TWQCX Mutual Fund

TWQCX Mutual Fund

NAV$19.68
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Returns Overview

1 Month
+5.01%
3 Months
+7.17%
6 Months
+8.87%
YTD
+13.95%
1 Year
+26.92%
3 Years (annualized)
+18.73%
5 Years (annualized)
+12.28%
10 Years (annualized)
+10.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWQCX 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)
+13.95%
Peer Avg (YTD)
+11.41%
vs Peers
+2.54%

TWQCX Mutual Fund Performance

TWQCX performance across multiple time periods: 1-month 5.01%, YTD 13.95%, 1-year 26.92%, 3-year 18.73%, 5-year 12.28%, 10-year 10.41%.

TWQCX returns outperform the peer average of 11.41% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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