TWSIX Mutual Fund

TWSIX Mutual Fund

NAV$148.11
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Returns Overview

1 Month
+3.09%
3 Months
-4.12%
6 Months
+8.50%
YTD
+4.67%
1 Year
+12.62%
3 Years (annualized)
+17.64%
5 Years (annualized)
+9.71%
10 Years (annualized)
+16.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWSIX 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 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.67%
Peer Avg (YTD)
+8.51%
vs Peers
-3.84%

TWSIX Mutual Fund Performance

TWSIX performance across multiple time periods: 1-month 3.09%, YTD 4.67%, 1-year 12.62%, 3-year 17.64%, 5-year 9.71%, 10-year 16.23%.

TWSIX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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