TWCGX Mutual Fund

NAV$60.82

Returns Overview

1 Month
-2.99%
3 Months
+16.60%
6 Months
+4.67%
YTD
+5.02%
1 Year
+16.78%
3 Years (annualized)
+19.16%
5 Years (annualized)
+10.78%
10 Years (annualized)
+16.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWCGX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+5.02%
Peer Avg (YTD)
+8.97%
vs Peers
-3.95%

TWCGX Mutual Fund Performance

TWCGX performance across multiple time periods: 1-month -2.99%, YTD 5.02%, 1-year 16.78%, 3-year 19.16%, 5-year 10.78%, 10-year 16.62%.

TWCGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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