THCVX Mutual Fund

NAV$34.55

Returns Overview

1 Month
+2.23%
3 Months
+13.79%
6 Months
+16.14%
YTD
+15.07%
1 Year
+26.90%
3 Years (annualized)
+17.58%
5 Years (annualized)
+10.99%
10 Years (annualized)
+11.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THCVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+15.07%
Peer Avg (YTD)
+9.49%
vs Peers
+5.58%

THCVX Mutual Fund Performance

THCVX performance across multiple time periods: 1-month 2.23%, YTD 15.07%, 1-year 26.90%, 3-year 17.58%, 5-year 10.99%, 10-year 11.34%.

THCVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

THCVX performance comparison shows side-by-side returns with another fund. THCVX alternatives are available in the Mutual Fund Screener.