TWAVX Mutual Fund

TWAVX Mutual Fund

NAV$8.97
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Returns Overview

1 Month
-0.83%
3 Months
-0.71%
6 Months
-0.53%
YTD
-0.18%
1 Year
+0.48%
3 Years (annualized)
+3.66%
5 Years (annualized)
+1.38%
10 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWAVX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.18%
Peer Avg (YTD)
+0.64%
vs Peers
-0.82%

TWAVX Mutual Fund Performance

TWAVX performance across multiple time periods: 1-month -0.83%, YTD -0.18%, 1-year 0.48%, 3-year 3.66%, 5-year 1.38%, 10-year 1.31%.

TWAVX returns trail the peer average of 0.64% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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