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TWSAX: STRATEGIC ALLOCATION: AGGRESSIVE FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 8.68 0.02(0.23%) July 25
See more info about TWSAXAsset Class: | Aggressive Allocation |
MyPlanIQ Rating: | (94%) |
Start Date: | 09/10/1996 |
Last Dividend Date: | 12/20/2024 |
12-Mo. Yield | 6.73% |
Expenses | 1.05% |
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Performance Analytics (As of 07/18/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/10/1996 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | 1.4 | 10.3 | 16.2 | 11.2 | 5.7 | 6.5 | 8.1 | 6.8 | 7.4 |
Sharpe Ratio ? | NA | 0.85 | 0.7 | 0.64 | 0.24 | 0.33 | NA | NA | 0.4 |
Draw Down(%) ? | NA | 13.8 | 13.8 | 13.8 | 31.5 | 31.5 | NA | NA | 46.3 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/10/1996
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See Aggressive Allocation Asset Class Trend Rankings |
Top Rated Funds in Aggressive Allocation
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- AAAIX (STRATEGIC ALLOCATION: AGGRESSIVE FUND I CLASS) 0.35% (95%)
- TWSAX (STRATEGIC ALLOCATION: AGGRESSIVE FUND INVESTOR CLASS) 0.23% (94%)
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- ICSIX (DYNAMIC U.S. OPPORTUNITY FUND DYNAMIC U.S. OPPORTUNITY FUND CLASS I) 0.32% (93%)
- EXHAX (PRO-BLEND(R) MAXIMUM TERM SERIES PRO-BLEND(R) MAXIMUM TERM SERIES CLASS S) 0.34% (93%)
- EKBYX (WELLS FARGO DIVERSIFIED CAPITAL BUILDER FUND INSTITUTIONAL CLASS) 0.48% (92%)
- MGDIX (MAINSTAY MODERATE GROWTH ALLOCATION FUND CLASS I) 0.18% (92%)
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Best ETFs
* Day change on 07/25/2025.Best Closed End Funds
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