Performance analysis of TWN (Taiwan Fund)
Annual Return
Over the past 3 years, TWN has had an average annual return of +65.41%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, TWN has had an average annual return of +34.73%, outperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, TWN has had an average annual return of +29.98%, outperforming the benchmark SPY, which returned +15.44% annual.
Since Nov 1, 1999, TWN has had an average annual return of +11.31%, outperforming the benchmark SPY, which returned +8.56% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +86.31% | +54.30% | +33.21% | +51.71% | -38.54% | +58.05% | +40.77% | +47.03% | -19.09% | +33.75% | +10.04% | -10.52% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -1.69% | +18.23% | +12.77% | -21.75% | +35.14% | +57.07% | -47.29% | +14.08% | +23.42% | +13.54% | +11.60% | +35.24% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -25.11% | +15.30% | -49.03% | +13.98% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.92% | +14.53% | -0.36% | +43.60% | +5.03% | +0.30% | +86.31% | ||||||
| 2025 | +0.03% | -3.68% | -10.82% | -3.06% | +17.32% | +18.64% | +2.18% | +9.75% | +7.70% | +6.29% | -4.13% | +8.13% | +54.30% |
| 2024 | +4.54% | +7.34% | +2.07% | -2.20% | +2.81% | +10.29% | -4.05% | +6.10% | -1.79% | -1.32% | -1.66% | +8.09% | +33.21% |
| 2023 | +12.41% | +2.91% | +0.93% | -4.75% | +11.64% | +9.29% | +6.33% | -6.66% | -3.60% | -5.50% | +16.20% | +6.41% | +51.71% |
| 2022 | -9.66% | -0.32% | -2.75% | -16.02% | +2.57% | -11.36% | +3.45% | -3.03% | -16.63% | -10.66% | +30.52% | -5.75% | -38.54% |
| 2021 | +4.67% | +6.23% | -0.95% | +13.63% | -1.71% | +12% | +1.19% | +0.21% | -1.73% | +1.39% | +5.10% | +8.05% | +58.05% |
| 2020 | -5.49% | -2.57% | -13.20% | +13.19% | +3.38% | +10.18% | +10.84% | +0.60% | -2.62% | +1.61% | +16.21% | +6.54% | +40.77% |
| 2019 | +7.59% | +3.25% | +6.36% | +0.95% | -11.56% | +6.01% | +5.19% | +0.06% | +3.53% | +10.02% | +0.98% | +8.62% | +47.03% |
| 2018 | +5.08% | -4.33% | +0.81% | -5.86% | +3.87% | -2.66% | +1.39% | -2.74% | -3.43% | -12.57% | +2.38% | -1.60% | -19.09% |
| 2017 | +3.67% | +4.14% | +4.94% | +3.02% | +2.66% | +2.59% | +5.10% | +2.74% | -3.70% | +4.28% | -1.40% | +1.76% | +33.75% |
Drawdown analysis of TWN (Taiwan Fund)
The maximum drawdown for the TWN was -71.07%, occurring on Sep 20, 2001. Recovery took 1653 trading sessions.
The current TWN drawdown is -2.05%.
Since Nov 1, 1999 TWN has experienced the following drawdowns:
- 50% or more: 3 times
- 40% or more: 3 times
- 30% or more: 4 times
- 20% or more: 7 times
- 10% or more: 11 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -71.07% | Feb 8, 2000 | 404 | Sep 20, 2001 | 1653 | Apr 16, 2008 | 2057 |
| -64.47% | Apr 16, 2008 | 153 | Nov 20, 2008 | 1373 | May 8, 2014 | 1526 |
| -51.72% | Jan 3, 2022 | 205 | Oct 26, 2022 | 324 | Feb 12, 2024 | 529 |
| -36.26% | Jan 17, 2020 | 44 | Mar 23, 2020 | 71 | Jul 2, 2020 | 115 |
| -29.83% | Jan 6, 2025 | 63 | Apr 8, 2025 | 42 | Jun 9, 2025 | 105 |
| -27.91% | Jan 25, 2018 | 191 | Oct 26, 2018 | 244 | Oct 17, 2019 | 435 |
| -27.43% | May 11, 2015 | 173 | Jan 15, 2016 | 302 | Mar 29, 2017 | 475 |
| -17.72% | Jul 10, 2024 | 19 | Aug 6, 2024 | 54 | Oct 22, 2024 | 73 |
| -15.08% | Jul 3, 2014 | 74 | Oct 17, 2014 | 140 | May 11, 2015 | 214 |
| -13.79% | May 7, 2021 | 6 | May 17, 2021 | 10 | Jun 1, 2021 | 16 |
| -12.57% | Jul 14, 2021 | 26 | Aug 19, 2021 | 57 | Nov 9, 2021 | 83 |
| -9.61% | Mar 7, 2024 | 32 | Apr 23, 2024 | 35 | Jun 12, 2024 | 67 |
| -9.09% | Oct 29, 2025 | 15 | Nov 19, 2025 | 13 | Dec 9, 2025 | 28 |
| -9.07% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -8.83% | Feb 19, 2021 | 23 | Mar 24, 2021 | 17 | Apr 19, 2021 | 40 |
| -8.81% | Aug 10, 2020 | 33 | Sep 25, 2020 | 31 | Nov 9, 2020 | 64 |
| -8.61% | Feb 27, 2026 | 7 | Mar 10, 2026 | 9 | Mar 23, 2026 | 16 |
| -7.80% | Nov 22, 1999 | 5 | Nov 30, 1999 | 18 | Dec 27, 1999 | 23 |
| -7.74% | Oct 22, 2024 | 22 | Nov 21, 2024 | 17 | Dec 17, 2024 | 39 |
| -6.57% | Nov 8, 2017 | 20 | Dec 7, 2017 | 19 | Jan 5, 2018 | 39 |
| -6.06% | Jan 25, 2021 | 4 | Jan 29, 2021 | 5 | Feb 5, 2021 | 9 |
| -5.61% | Nov 18, 2021 | 5 | Nov 26, 2021 | 18 | Dec 22, 2021 | 23 |
| -5.48% | Nov 2, 1999 | 6 | Nov 10, 1999 | 1 | Nov 11, 1999 | 7 |
| -5.21% | May 8, 2014 | 5 | May 15, 2014 | 24 | Jun 19, 2014 | 29 |
| -4.77% | Feb 13, 2026 | 5 | Feb 23, 2026 | 2 | Feb 25, 2026 | 7 |