TWSAX Mutual Fund

TWSAX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
-2.67%
3 Months
-1.19%
6 Months
+8.33%
YTD
+6.18%
1 Year
+9.03%
3 Years (annualized)
+14.69%
5 Years (annualized)
+7.03%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWSAX 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 ACWI IMI Index(M2WDIMI)
This Mutual Fund (YTD)
+6.18%
Peer Avg (YTD)
+6.10%
vs Peers
+0.08%

TWSAX Mutual Fund Performance

TWSAX performance across multiple time periods: 1-month -2.67%, YTD 6.18%, 1-year 9.03%, 3-year 14.69%, 5-year 7.03%, 10-year 9.98%.

TWSAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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