TRWAX Mutual Fund

NAV$28.60

Returns Overview

1 Month
+0.25%
3 Months
+12.78%
6 Months
+12.18%
YTD
+11.28%
1 Year
+22.69%
3 Years (annualized)
+16.97%
5 Years (annualized)
+8.99%
10 Years (annualized)
+9.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRWAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+11.28%
Peer Avg (YTD)
+8.71%
vs Peers
+2.56%

TRWAX Mutual Fund Performance

TRWAX performance across multiple time periods: 1-month 0.25%, YTD 11.28%, 1-year 22.69%, 3-year 16.97%, 5-year 8.99%, 10-year 9.00%.

TRWAX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

TRWAX performance comparison shows side-by-side returns with another fund. TRWAX alternatives are available in the Mutual Fund Screener.