TRWRX Mutual Fund

TRWRX Mutual Fund

NAV$28.85
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Returns Overview

1 Month
-3.29%
3 Months
+1.27%
6 Months
+14.20%
YTD
+12.68%
1 Year
+21.36%
3 Years (annualized)
+19.19%
5 Years (annualized)
+9.67%
10 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRWRX 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)
+12.68%
Peer Avg (YTD)
+9.89%
vs Peers
+2.78%

TRWRX Mutual Fund Performance

TRWRX performance across multiple time periods: 1-month -3.29%, YTD 12.68%, 1-year 21.36%, 3-year 19.19%, 5-year 9.67%, 10-year 8.76%.

TRWRX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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