TWAAX Mutual Fund

NAV$14.04

Returns Overview

1 Month
-1.89%
3 Months
+3.24%
6 Months
+4.46%
YTD
+10.55%
1 Year
+25.54%
3 Years (annualized)
+18.04%
5 Years (annualized)
+8.83%
10 Years (annualized)
+8.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWAAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+10.55%
Peer Avg (YTD)
+9.13%
vs Peers
+1.42%

TWAAX Mutual Fund Performance

TWAAX performance across multiple time periods: 1-month -1.89%, YTD 10.55%, 1-year 25.54%, 3-year 18.04%, 5-year 8.83%, 10-year 8.43%.

TWAAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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