TWVLX Mutual Fund

TWVLX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
+1.16%
3 Months
+9.55%
6 Months
+9.20%
YTD
+18.32%
1 Year
+23.52%
3 Years (annualized)
+16.80%
5 Years (annualized)
+11.14%
10 Years (annualized)
+10.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWVLX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+18.32%
Peer Avg (YTD)
+12.44%
vs Peers
+5.88%

TWVLX Mutual Fund Performance

TWVLX performance across multiple time periods: 1-month 1.16%, YTD 18.32%, 1-year 23.52%, 3-year 16.80%, 5-year 11.14%, 10-year 10.61%.

TWVLX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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