TWSIX Mutual Fund

TWSIX Mutual Fund

NAV$140.93
See how much of TWSIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.70%
3 Months
-1.66%
6 Months
+1.43%
YTD
+1.53%
1 Year
+10.47%
3 Years (annualized)
+16.00%
5 Years (annualized)
+9.85%
10 Years (annualized)
+15.78%

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
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 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.53%
Peer Avg (YTD)
+6.23%
vs Peers
-4.70%

TWSIX Mutual Fund Performance

TWSIX performance across multiple time periods: 1-month -2.70%, YTD 1.53%, 1-year 10.47%, 3-year 16.00%, 5-year 9.85%, 10-year 15.78%.

TWSIX returns trail the peer average of 6.23% 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.