TWVLX Mutual Fund

TWVLX Mutual Fund

NAV$9.89
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Returns Overview

1 Month
+6.04%
3 Months
+2.32%
6 Months
+11.83%
YTD
+19.67%
1 Year
+25.40%
3 Years (annualized)
+19.69%
5 Years (annualized)
+10.97%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TWVLX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+19.67%
Peer Avg (YTD)
+14.61%
vs Peers
+5.06%

TWVLX Mutual Fund Performance

TWVLX performance across multiple time periods: 1-month 6.04%, YTD 19.67%, 1-year 25.40%, 3-year 19.69%, 5-year 10.97%, 10-year 10.86%.

TWVLX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

TWVLX vs another fund shows side-by-side returns. TWVLX alternatives are available in the Mutual Fund Screener.