THCWX Mutual Fund

THCWX Mutual Fund

NAV$23.11
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Returns Overview

1 Month
-0.55%
3 Months
-0.55%
6 Months
-0.55%
YTD
-0.55%
1 Year
+5.39%
3 Years (annualized)
+2.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THCWX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
-0.55%
Peer Avg (YTD)
+5.08%
vs Peers
-5.63%

THCWX Mutual Fund Performance

THCWX performance across multiple time periods: 1-month -0.55%, YTD -0.55%, 1-year 5.39%, 3-year 2.62%.

THCWX returns trail the peer average of 5.08% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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