TWVLX Mutual Fund

NAV$9.58

Returns Overview

1 Month
+2.69%
3 Months
+8.37%
6 Months
+11.59%
YTD
+10.90%
1 Year
+23.30%
3 Years (annualized)
+14.24%
5 Years (annualized)
+10.00%
10 Years (annualized)
+10.31%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+10.90%
Peer Avg (YTD)
+9.49%
vs Peers
+1.41%

TWVLX Mutual Fund Performance

TWVLX performance across multiple time periods: 1-month 2.69%, YTD 10.90%, 1-year 23.30%, 3-year 14.24%, 5-year 10.00%, 10-year 10.31%.

TWVLX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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