TWEIX Mutual Fund

TWEIX Mutual Fund

NAV$9.27
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Returns Overview

1 Month
-4.35%
3 Months
+0.61%
6 Months
+5.56%
YTD
+8.77%
1 Year
+11.30%
3 Years (annualized)
+12.95%
5 Years (annualized)
+7.85%
10 Years (annualized)
+8.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWEIX 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)
+8.77%
Peer Avg (YTD)
+10.00%
vs Peers
-1.23%

TWEIX Mutual Fund Performance

TWEIX performance across multiple time periods: 1-month -4.35%, YTD 8.77%, 1-year 11.30%, 3-year 12.95%, 5-year 7.85%, 10-year 8.84%.

TWEIX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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