TRWCX Mutual Fund

NAV$28.05

Returns Overview

1 Month
+4.24%
3 Months
+8.59%
6 Months
+8.72%
YTD
+14.30%
1 Year
+21.89%
3 Years (annualized)
+16.22%
5 Years (annualized)
+8.27%
10 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRWCX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Index(MEAFE)
This Mutual Fund (YTD)
+14.30%
Peer Avg (YTD)
+8.71%
vs Peers
+5.59%

TRWCX Mutual Fund Performance

TRWCX performance across multiple time periods: 1-month 4.24%, YTD 14.30%, 1-year 21.89%, 3-year 16.22%, 5-year 8.27%, 10-year 8.26%.

TRWCX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.91%, investors should weigh costs against performance when evaluating this mutual fund.

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