TRWRX Mutual Fund

NAV$29.68

Returns Overview

1 Month
+0.25%
3 Months
+12.77%
6 Months
+12.15%
YTD
+11.27%
1 Year
+22.64%
3 Years (annualized)
+16.95%
5 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRWRX 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)
+11.27%
Peer Avg (YTD)
+8.71%
vs Peers
+2.55%

TRWRX Mutual Fund Performance

TRWRX performance across multiple time periods: 1-month 0.25%, YTD 11.27%, 1-year 22.64%, 3-year 16.95%, 5-year 8.97%.

TRWRX returns outperform the peer average of 8.71% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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