TWUOX Mutual Fund

NAV$9.07
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Returns Overview

1 Month
-0.02%
3 Months
+0.29%
6 Months
+0.65%
YTD
+0.65%
1 Year
+2.82%
3 Years (annualized)
+4.26%
5 Years (annualized)
+1.83%
10 Years (annualized)
+1.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWUOX 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

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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
Bloomberg Barclays US 1-3 Year Government Bond Index(^BBU13YG)
This Mutual Fund (YTD)
+0.65%
Peer Avg (YTD)
+1.92%
vs Peers
-1.28%

TWUOX Mutual Fund Performance

TWUOX performance across multiple time periods: 1-month -0.02%, YTD 0.65%, 1-year 2.82%, 3-year 4.26%, 5-year 1.83%, 10-year 1.72%.

TWUOX returns trail the peer average of 1.92% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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