TWUAX Mutual Fund

TWUAX Mutual Fund

NAV$91.15
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Returns Overview

1 Month
-3.60%
3 Months
+15.38%
6 Months
+5.18%
YTD
+5.34%
1 Year
+15.27%
3 Years (annualized)
+18.36%
5 Years (annualized)
+12.99%
10 Years (annualized)
+21.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWUAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.34%
Peer Avg (YTD)
+8.97%
vs Peers
-3.63%

TWUAX Mutual Fund Performance

TWUAX performance across multiple time periods: 1-month -3.60%, YTD 5.34%, 1-year 15.27%, 3-year 18.36%, 5-year 12.99%, 10-year 21.70%.

TWUAX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

TWUAX performance comparison shows side-by-side returns with another fund. TWUAX alternatives are available in the Mutual Fund Screener.