TWGAX Mutual Fund

TWGAX Mutual Fund

NAV$13.84
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Returns Overview

1 Month
-2.80%
3 Months
-2.25%
6 Months
+5.95%
YTD
-0.86%
1 Year
+0.73%
3 Years (annualized)
+8.13%
5 Years (annualized)
-0.21%
10 Years (annualized)
+6.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWGAX 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 EAFE Growth Index(M1EA000G)
This Mutual Fund (YTD)
-0.86%
Peer Avg (YTD)
+8.67%
vs Peers
-9.52%

TWGAX Mutual Fund Performance

TWGAX performance across multiple time periods: 1-month -2.80%, YTD -0.86%, 1-year 0.73%, 3-year 8.13%, 5-year -0.21%, 10-year 6.57%.

TWGAX returns trail the peer average of 8.67% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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