TWSAX Mutual Fund

TWSAX Mutual Fund

NAV$9.41
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Returns Overview

1 Month
-0.54%
3 Months
+2.58%
6 Months
+4.57%
YTD
+6.88%
1 Year
+14.49%
3 Years (annualized)
+13.01%
5 Years (annualized)
+6.98%
10 Years (annualized)
+9.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWSAX 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
MSCI ACWI IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+6.88%
Peer Avg (YTD)
+6.57%
vs Peers
+0.31%

TWSAX Mutual Fund Performance

TWSAX performance across multiple time periods: 1-month -0.54%, YTD 6.88%, 1-year 14.49%, 3-year 13.01%, 5-year 6.98%, 10-year 9.77%.

TWSAX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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