TWUIX Mutual Fund

TWUIX Mutual Fund

NAV$110.18
See how much of TWUIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.70%
3 Months
-3.44%
6 Months
+9.70%
YTD
+5.69%
1 Year
+12.10%
3 Years (annualized)
+18.55%
5 Years (annualized)
+8.90%
10 Years (annualized)
+17.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWUIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.69%
Peer Avg (YTD)
+8.51%
vs Peers
-2.82%

TWUIX Mutual Fund Performance

TWUIX performance across multiple time periods: 1-month 3.70%, YTD 5.69%, 1-year 12.10%, 3-year 18.55%, 5-year 8.90%, 10-year 17.57%.

TWUIX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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