TWQZX Mutual Fund

TWQZX Mutual Fund

NAV$19.93
See how much of TWQZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.08%
3 Months
+7.47%
6 Months
+9.43%
YTD
+14.64%
1 Year
+28.32%
3 Years (annualized)
+20.05%
5 Years (annualized)
+13.54%
10 Years (annualized)
+11.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWQZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+14.64%
Peer Avg (YTD)
+11.41%
vs Peers
+3.23%

TWQZX Mutual Fund Performance

TWQZX performance across multiple time periods: 1-month 5.08%, YTD 14.64%, 1-year 28.32%, 3-year 20.05%, 5-year 13.54%, 10-year 11.64%.

TWQZX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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