TWGIX Mutual Fund

NAV$63.72

Returns Overview

1 Month
-2.98%
3 Months
+16.64%
6 Months
+4.76%
YTD
+5.10%
1 Year
+17.01%
3 Years (annualized)
+21.13%
5 Years (annualized)
+14.32%
10 Years (annualized)
+19.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWGIX 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)
+5.10%
Peer Avg (YTD)
+8.97%
vs Peers
-3.87%

TWGIX Mutual Fund Performance

TWGIX performance across multiple time periods: 1-month -2.98%, YTD 5.10%, 1-year 17.01%, 3-year 21.13%, 5-year 14.32%, 10-year 19.02%.

TWGIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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