THBIX Mutual Fund

THBIX Mutual Fund

NAV$8.19
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Returns Overview

1 Month
-5.51%
3 Months
-9.48%
6 Months
+18.81%
YTD
-8.70%
1 Year
+21.07%
3 Years (annualized)
+2.03%
5 Years (annualized)
+18.22%
10 Years (annualized)
+7.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THBIX 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 Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
-8.70%
Peer Avg (YTD)
-7.73%
vs Peers
-0.97%

THBIX Mutual Fund Performance

THBIX performance across multiple time periods: 1-month -5.51%, YTD -8.70%, 1-year 21.07%, 3-year 2.03%, 5-year 18.22%, 10-year 7.77%.

THBIX returns trail the peer average of -7.73% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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