TWCIX Mutual Fund

TWCIX Mutual Fund

NAV$127.18
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Returns Overview

1 Month
-4.52%
3 Months
+0.27%
6 Months
-1.46%
YTD
+1.68%
1 Year
-0.42%
3 Years (annualized)
+19.39%
5 Years (annualized)
+8.51%
10 Years (annualized)
+15.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWCIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.68%
Peer Avg (YTD)
+4.64%
vs Peers
-2.96%

TWCIX Mutual Fund Performance

TWCIX performance across multiple time periods: 1-month -4.52%, YTD 1.68%, 1-year -0.42%, 3-year 19.39%, 5-year 8.51%, 10-year 15.66%.

TWCIX returns trail the peer average of 4.64% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

TWCIX vs another fund shows side-by-side returns. TWCIX alternatives are available in the Mutual Fund Screener.