TWUSX Mutual Fund

TWUSX Mutual Fund

NAV$8.96
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Returns Overview

1 Month
-0.70%
3 Months
-0.54%
6 Months
-0.30%
YTD
+0.01%
1 Year
+0.71%
3 Years (annualized)
+3.92%
5 Years (annualized)
+1.63%
10 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWUSX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.01%
Peer Avg (YTD)
+0.64%
vs Peers
-0.63%

TWUSX Mutual Fund Performance

TWUSX performance across multiple time periods: 1-month -0.70%, YTD 0.01%, 1-year 0.71%, 3-year 3.92%, 5-year 1.63%, 10-year 1.56%.

TWUSX returns trail the peer average of 0.64% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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