TWADX Mutual Fund

TWADX Mutual Fund

NAV$9.27
See how much of TWADX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.69%
3 Months
+1.70%
6 Months
+10.16%
YTD
+12.55%
1 Year
+17.04%
3 Years (annualized)
+16.50%
5 Years (annualized)
+10.86%
10 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWADX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+12.55%
Peer Avg (YTD)
+10.00%
vs Peers
+2.55%

TWADX Mutual Fund Performance

TWADX performance across multiple time periods: 1-month -4.69%, YTD 12.55%, 1-year 17.04%, 3-year 16.50%, 5-year 10.86%, 10-year 10.33%.

TWADX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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