XTWNX Mutual Fund

NAV$90.31

Returns Overview

1 Month
-4.63%
3 Months
-0.83%
6 Months
+65.77%
YTD
+54.75%
1 Year
+160.70%
3 Years (annualized)
+52.31%
5 Years (annualized)
+28.11%
10 Years (annualized)
+27.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would XTWNX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Taiwan TAIEX Total Return Index(^TTAIEXTRI)
This Mutual Fund (YTD)
+54.75%
Peer Avg (YTD)
+16.06%
vs Peers
+38.68%

XTWNX Mutual Fund Performance

XTWNX performance across multiple time periods: 1-month -4.63%, YTD 54.75%, 1-year 160.70%, 3-year 52.31%, 5-year 28.11%, 10-year 27.15%.

XTWNX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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