TWAAX Mutual Fund

TWAAX Mutual Fund

NAV$14.15
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Returns Overview

1 Month
-2.13%
3 Months
-0.90%
6 Months
+12.27%
YTD
+12.36%
1 Year
+18.13%
3 Years (annualized)
+18.87%
5 Years (annualized)
+8.00%
10 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWAAX 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 ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+12.36%
Peer Avg (YTD)
+9.29%
vs Peers
+3.07%

TWAAX Mutual Fund Performance

TWAAX performance across multiple time periods: 1-month -2.13%, YTD 12.36%, 1-year 18.13%, 3-year 18.87%, 5-year 8.00%, 10-year 7.68%.

TWAAX returns outperform the peer average of 9.29% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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