TWQCX Mutual Fund

TWQCX Mutual Fund

NAV$19.40
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Returns Overview

1 Month
-3.17%
3 Months
+3.00%
6 Months
+12.03%
YTD
+10.58%
1 Year
+18.94%
3 Years (annualized)
+20.20%
5 Years (annualized)
+12.23%
10 Years (annualized)
+10.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWQCX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+10.58%
Peer Avg (YTD)
+10.00%
vs Peers
+0.59%

TWQCX Mutual Fund Performance

TWQCX performance across multiple time periods: 1-month -3.17%, YTD 10.58%, 1-year 18.94%, 3-year 20.20%, 5-year 12.23%, 10-year 10.31%.

TWQCX returns outperform the peer average of 10.00% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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