TWRRX Mutual Fund

TWRRX Mutual Fund

NAV$15.74
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Returns Overview

1 Month
-1.89%
3 Months
-0.89%
6 Months
+6.12%
YTD
+5.26%
1 Year
+7.65%
3 Years (annualized)
+15.44%
5 Years (annualized)
+7.40%
10 Years (annualized)
+9.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWRRX 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
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+5.26%
Peer Avg (YTD)
+7.10%
vs Peers
-1.84%

TWRRX Mutual Fund Performance

TWRRX performance across multiple time periods: 1-month -1.89%, YTD 5.26%, 1-year 7.65%, 3-year 15.44%, 5-year 7.40%, 10-year 9.18%.

TWRRX returns trail the peer average of 7.10% YTD. With an expense ratio of 0.36%, investors should weigh costs against performance when evaluating this mutual fund.

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