TWUIX Mutual Fund

TWUIX Mutual Fund

NAV$99.47
See how much of TWUIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.57%
3 Months
-0.82%
6 Months
-1.69%
YTD
+1.08%
1 Year
-2.30%
3 Years (annualized)
+20.07%
5 Years (annualized)
+7.56%
10 Years (annualized)
+17.18%

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)
+1.08%
Peer Avg (YTD)
+5.23%
vs Peers
-4.15%

TWUIX Mutual Fund Performance

TWUIX performance across multiple time periods: 1-month -5.57%, YTD 1.08%, 1-year -2.30%, 3-year 20.07%, 5-year 7.56%, 10-year 17.18%.

TWUIX returns trail the peer average of 5.23% 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.