TWDAX Mutual Fund

TWDAX Mutual Fund

NAV$18.37
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Returns Overview

1 Month
-5.65%
3 Months
-3.71%
6 Months
-0.71%
YTD
+2.08%
1 Year
+2.65%
3 Years (annualized)
+19.94%
5 Years (annualized)
+8.43%
10 Years (annualized)
+7.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWDAX 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
MSCI All Country World Index Net Return(M1WD)
This Mutual Fund (YTD)
+2.08%
Peer Avg (YTD)
+14.61%
vs Peers
-12.54%

TWDAX Mutual Fund Performance

TWDAX performance across multiple time periods: 1-month -5.65%, YTD 2.08%, 1-year 2.65%, 3-year 19.94%, 5-year 8.43%, 10-year 7.76%.

TWDAX returns trail the peer average of 14.61% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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