TWUOX Mutual Fund

TWUOX Mutual Fund

NAV$8.99
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Returns Overview

1 Month
+0.67%
3 Months
+0.06%
6 Months
+0.27%
YTD
+0.83%
1 Year
+1.59%
3 Years (annualized)
+3.58%
5 Years (annualized)
+1.45%
10 Years (annualized)
+1.51%

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)
+0.83%
Peer Avg (YTD)
+1.80%
vs Peers
-0.98%

TWUOX Mutual Fund Performance

TWUOX performance across multiple time periods: 1-month 0.67%, YTD 0.83%, 1-year 1.59%, 3-year 3.58%, 5-year 1.45%, 10-year 1.51%.

TWUOX returns trail the peer average of 1.80% 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.