TWEBX Mutual Fund

TWEBX Mutual Fund

NAV$22.25
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Returns Overview

1 Month
-3.65%
3 Months
+1.28%
6 Months
+8.57%
YTD
+11.86%
1 Year
+17.89%
3 Years (annualized)
+14.36%
5 Years (annualized)
+9.66%
10 Years (annualized)
+8.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWEBX 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
MSCI World Index (Hedged to US)
This Mutual Fund (YTD)
+11.86%
Peer Avg (YTD)
+10.00%
vs Peers
+1.87%

TWEBX Mutual Fund Performance

TWEBX performance across multiple time periods: 1-month -3.65%, YTD 11.86%, 1-year 17.89%, 3-year 14.36%, 5-year 9.66%, 10-year 8.89%.

TWEBX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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