TWSIX Mutual Fund

NAV$141.41

Returns Overview

1 Month
-4.42%
3 Months
+13.91%
6 Months
+4.01%
YTD
+4.35%
1 Year
+17.66%
3 Years (annualized)
+18.34%
5 Years (annualized)
+14.71%
10 Years (annualized)
+19.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWSIX 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)
+4.35%
Peer Avg (YTD)
+8.97%
vs Peers
-4.63%

TWSIX Mutual Fund Performance

TWSIX performance across multiple time periods: 1-month -4.42%, YTD 4.35%, 1-year 17.66%, 3-year 18.34%, 5-year 14.71%, 10-year 19.84%.

TWSIX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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