TRWAX Mutual Fund

TRWAX Mutual Fund

NAV$28.03
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Returns Overview

1 Month
-3.32%
3 Months
+1.23%
6 Months
+14.16%
YTD
+12.65%
1 Year
+21.39%
3 Years (annualized)
+14.31%
5 Years (annualized)
+6.11%
10 Years (annualized)
+5.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRWAX 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
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+12.65%
Peer Avg (YTD)
+9.88%
vs Peers
+2.76%

TRWAX Mutual Fund Performance

TRWAX performance across multiple time periods: 1-month -3.32%, YTD 12.65%, 1-year 21.39%, 3-year 14.31%, 5-year 6.11%, 10-year 5.72%.

TRWAX returns outperform the peer average of 9.88% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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