TWQIX Mutual Fund

TWQIX Mutual Fund

NAV$19.92
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Returns Overview

1 Month
-3.13%
3 Months
+3.25%
6 Months
+12.64%
YTD
+11.50%
1 Year
+20.21%
3 Years (annualized)
+21.56%
5 Years (annualized)
+13.51%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWQIX 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)
+11.50%
Peer Avg (YTD)
+10.00%
vs Peers
+1.50%

TWQIX Mutual Fund Performance

TWQIX performance across multiple time periods: 1-month -3.13%, YTD 11.50%, 1-year 20.21%, 3-year 21.56%, 5-year 13.51%, 10-year 11.53%.

TWQIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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