TWEBX Mutual Fund

NAV$22.41

Returns Overview

1 Month
+2.00%
3 Months
+7.12%
6 Months
+8.63%
YTD
+13.12%
1 Year
+23.73%
3 Years (annualized)
+14.00%
5 Years (annualized)
+9.23%
10 Years (annualized)
+8.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWEBX 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 World Index (Hedged to US)
This Mutual Fund (YTD)
+13.12%
Peer Avg (YTD)
+9.49%
vs Peers
+3.63%

TWEBX Mutual Fund Performance

TWEBX performance across multiple time periods: 1-month 2.00%, YTD 13.12%, 1-year 23.73%, 3-year 14.00%, 5-year 9.23%, 10-year 8.80%.

TWEBX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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