THBVX Mutual Fund

THBVX Mutual Fund

NAV$7.06
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Returns Overview

1 Month
-5.58%
3 Months
-9.69%
6 Months
+21.44%
YTD
-8.78%
1 Year
+23.54%
3 Years (annualized)
+1.96%
5 Years (annualized)
+17.98%
10 Years (annualized)
+7.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THBVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Micro Cap Index(^RUMIC)
This Mutual Fund (YTD)
-8.78%
Peer Avg (YTD)
-7.73%
vs Peers
-1.06%

THBVX Mutual Fund Performance

THBVX performance across multiple time periods: 1-month -5.58%, YTD -8.78%, 1-year 23.54%, 3-year 1.96%, 5-year 17.98%, 10-year 7.40%.

THBVX returns trail the peer average of -7.73% YTD. With an expense ratio of 1.70%, investors should weigh costs against performance when evaluating this mutual fund.

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