TWUIX Mutual Fund

NAV$108.39

Returns Overview

1 Month
-3.55%
3 Months
+15.51%
6 Months
+5.41%
YTD
+5.57%
1 Year
+15.79%
3 Years (annualized)
+16.71%
5 Years (annualized)
+9.25%
10 Years (annualized)
+17.53%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.57%
Peer Avg (YTD)
+8.97%
vs Peers
-3.40%

TWUIX Mutual Fund Performance

TWUIX performance across multiple time periods: 1-month -3.55%, YTD 5.57%, 1-year 15.79%, 3-year 16.71%, 5-year 9.25%, 10-year 17.53%.

TWUIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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