THCHX Mutual Fund

THCHX Mutual Fund

NAV$10.16
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Returns Overview

3 Months
-3.84%
6 Months
-1.71%
YTD
+2.20%
1 Year
+2.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THCHX 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
Bloomberg US Aggregate Total Return Index
This Mutual Fund (YTD)
+2.20%
Peer Avg (YTD)
+6.01%
vs Peers
-3.81%

THCHX Mutual Fund Performance

THCHX performance across multiple time periods: YTD 2.20%, 1-year 2.20%.

THCHX returns trail the peer average of 6.01% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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