THCAX Mutual Fund

THCAX Mutual Fund

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Returns Overview

1 Month
+2.27%
3 Months
+0.10%
6 Months
-0.43%
YTD
-0.11%
1 Year
+0.00%
3 Years (annualized)
+5.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THCAX 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
Bloomberg US Aggregate Total Return Index
This Mutual Fund (YTD)
-0.11%
Peer Avg (YTD)
-1.13%
vs Peers
+1.02%

THCAX Mutual Fund Performance

THCAX performance across multiple time periods: 1-month 2.27%, YTD -0.11%, 1-year 0.00%, 3-year 5.53%.

THCAX returns outperform the peer average of -1.13% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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