TWEAX Mutual Fund

TWEAX Mutual Fund

NAV$9.27
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Returns Overview

1 Month
-4.30%
3 Months
+0.65%
6 Months
+5.43%
YTD
+8.71%
1 Year
+11.04%
3 Years (annualized)
+12.67%
5 Years (annualized)
+7.56%
10 Years (annualized)
+8.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWEAX 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 3000 Value(^RAV)
This Mutual Fund (YTD)
+8.71%
Peer Avg (YTD)
+10.00%
vs Peers
-1.28%

TWEAX Mutual Fund Performance

TWEAX performance across multiple time periods: 1-month -4.30%, YTD 8.71%, 1-year 11.04%, 3-year 12.67%, 5-year 7.56%, 10-year 8.57%.

TWEAX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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