TWCCX Mutual Fund

TWCCX Mutual Fund

NAV$63.51
See how much of TWCCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.17%
3 Months
+1.09%
6 Months
+16.40%
YTD
+6.08%
1 Year
+7.31%
3 Years (annualized)
+17.13%
5 Years (annualized)
+7.60%
10 Years (annualized)
+16.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWCCX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.08%
Peer Avg (YTD)
+8.68%
vs Peers
-2.60%

TWCCX Mutual Fund Performance

TWCCX performance across multiple time periods: 1-month 1.17%, YTD 6.08%, 1-year 7.31%, 3-year 17.13%, 5-year 7.60%, 10-year 16.17%.

TWCCX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

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