TRWIX Mutual Fund

NAV$28.94

Returns Overview

1 Month
+4.33%
3 Months
+8.88%
6 Months
+9.33%
YTD
+15.02%
1 Year
+23.27%
3 Years (annualized)
+17.54%
5 Years (annualized)
+9.51%
10 Years (annualized)
+9.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRWIX 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)
+15.02%
Peer Avg (YTD)
+8.71%
vs Peers
+6.31%

TRWIX Mutual Fund Performance

TRWIX performance across multiple time periods: 1-month 4.33%, YTD 15.02%, 1-year 23.27%, 3-year 17.54%, 5-year 9.51%, 10-year 9.52%.

TRWIX returns outperform the peer average of 8.71% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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