TWUOX Mutual Fund

TWUOX Mutual Fund

NAV$8.96
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Returns Overview

1 Month
+0.18%
3 Months
+0.29%
6 Months
+0.13%
YTD
+0.95%
1 Year
+2.33%
3 Years (annualized)
+4.17%
5 Years (annualized)
+1.85%
10 Years (annualized)
+1.78%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.95%
Peer Avg (YTD)
+1.88%
vs Peers
-0.93%

TWUOX Mutual Fund Performance

TWUOX performance across multiple time periods: 1-month 0.18%, YTD 0.95%, 1-year 2.33%, 3-year 4.17%, 5-year 1.85%, 10-year 1.78%.

TWUOX returns trail the peer average of 1.88% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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