TWCAX Mutual Fund

TWCAX Mutual Fund

NAV$130.84
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Returns Overview

1 Month
+1.86%
3 Months
+2.09%
6 Months
+16.16%
YTD
+6.30%
1 Year
+7.97%
3 Years (annualized)
+17.11%
5 Years (annualized)
+9.22%
10 Years (annualized)
+15.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWCAX 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
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📉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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.30%
Peer Avg (YTD)
+8.67%
vs Peers
-2.37%

TWCAX Mutual Fund Performance

TWCAX performance across multiple time periods: 1-month 1.86%, YTD 6.30%, 1-year 7.97%, 3-year 17.11%, 5-year 9.22%, 10-year 15.71%.

TWCAX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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