TWHIX Mutual Fund

TWHIX Mutual Fund

NAV$21.78
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Returns Overview

1 Month
-1.66%
3 Months
-5.41%
6 Months
+9.99%
YTD
+1.57%
1 Year
-0.73%
3 Years (annualized)
+13.67%
5 Years (annualized)
+3.34%
10 Years (annualized)
+11.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWHIX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.57%
Peer Avg (YTD)
+6.73%
vs Peers
-5.16%

TWHIX Mutual Fund Performance

TWHIX performance across multiple time periods: 1-month -1.66%, YTD 1.57%, 1-year -0.73%, 3-year 13.67%, 5-year 3.34%, 10-year 11.34%.

TWHIX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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