TWRCX Mutual Fund

NAV$46.87

Returns Overview

1 Month
-3.08%
3 Months
+16.31%
6 Months
+4.17%
YTD
+4.50%
1 Year
+15.63%
3 Years (annualized)
+20.08%
5 Years (annualized)
+14.07%
10 Years (annualized)
+21.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWRCX 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)
+4.50%
Peer Avg (YTD)
+8.97%
vs Peers
-4.47%

TWRCX Mutual Fund Performance

TWRCX performance across multiple time periods: 1-month -3.08%, YTD 4.50%, 1-year 15.63%, 3-year 20.08%, 5-year 14.07%, 10-year 21.75%.

TWRCX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.83%, investors should weigh costs against performance when evaluating this mutual fund.

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