TWIEX Mutual Fund

NAV$14.14

Returns Overview

3 Months
+2.17%
6 Months
+0.28%
YTD
+1.58%
1 Year
+4.06%
3 Years (annualized)
+6.42%
5 Years (annualized)
+0.82%
10 Years (annualized)
+7.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWIEX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Growth Index(M1EA000G)
This Mutual Fund (YTD)
+1.58%
Peer Avg (YTD)
+8.97%
vs Peers
-7.39%

TWIEX Mutual Fund Performance

TWIEX performance across multiple time periods: YTD 1.58%, 1-year 4.06%, 3-year 6.42%, 5-year 0.82%, 10-year 7.08%.

TWIEX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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