TWUIX Mutual Fund

TWUIX Mutual Fund

NAV$110.48
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Returns Overview

1 Month
+1.28%
3 Months
+1.40%
6 Months
+17.12%
YTD
+7.04%
1 Year
+8.62%
3 Years (annualized)
+18.55%
5 Years (annualized)
+8.90%
10 Years (annualized)
+17.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWUIX 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 500 Index(SPX)
This Mutual Fund (YTD)
+7.04%
Peer Avg (YTD)
+8.68%
vs Peers
-1.64%

TWUIX Mutual Fund Performance

TWUIX performance across multiple time periods: 1-month 1.28%, YTD 7.04%, 1-year 8.62%, 3-year 18.55%, 5-year 8.90%, 10-year 17.57%.

TWUIX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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