Skip to main content

Want a detailed portfolio tracker?

OverviewPerformanceMetricsFinancialsETFsIndustryCorrelations

Performance analysis of TWFG (TWFG)

Annual Return

Since Jul 18, 2024, TWFG has had an average annual return of +11.48%, underperforming the benchmark SPY, which returned +17.19% annual.

202620252024
-4.87%-6.60%+39.94%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-13.14%-18.57%-9.64%+1.04%+1.02%+28.13%+13.80%-4.87%
2025-6.89%+5.44%+2.22%+2.49%+10.51%-0.03%-11.80%-14.33%+3.76%-11.22%+16.62%+1.26%-6.60%
2024+14.77%+13.50%-5.40%+19.62%+8.85%-12.77%+39.94%

Drawdown analysis of TWFG (TWFG)

The maximum drawdown for the TWFG was -52.72%, occurring on Feb 24, 2026. This drawdown has not yet recovered.

The current TWFG drawdown is -24.06%.

Since Jul 18, 2024 TWFG has experienced the following drawdowns:

  • 50% or more: 1 time
  • 40% or more: 1 time
  • 30% or more: 1 time
  • 20% or more: 2 times
  • 10% or more: 3 times
DepthStartTo BottomBottomTo RecoverEndTotal
-52.72%Jun 23, 2025169Feb 24, 2026OngoingOngoingOngoing
-23.80%Nov 22, 202430Jan 8, 2025106Jun 12, 2025136
-13.81%Sep 5, 20247Sep 16, 202425Oct 21, 202432
-8.40%Nov 6, 20246Nov 14, 20246Nov 22, 202412
-4.56%Jul 31, 20244Aug 6, 20249Aug 19, 202413
-4.53%Jun 12, 20253Jun 17, 20253Jun 23, 20256
-4.11%Aug 19, 20241Aug 20, 20245Aug 27, 20246
-3.58%Jul 19, 20243Jul 24, 20241Jul 25, 20244
-3.49%Oct 29, 20244Nov 4, 20242Nov 6, 20246
-3.25%Oct 21, 20241Oct 22, 20244Oct 28, 20245
-1.45%Aug 27, 20241Aug 28, 20241Aug 29, 20242
-0.89%Jul 25, 20241Jul 26, 20241Jul 29, 20242