THDRX Mutual Fund

NAV$33.16

Returns Overview

1 Month
+0.63%
3 Months
+22.71%
6 Months
+25.50%
YTD
+23.47%
1 Year
+39.86%
3 Years (annualized)
+19.72%
5 Years (annualized)
+4.35%
10 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THDRX 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
MSCI Emerging Markets Net Total Return USD Index(M1EF)
This Mutual Fund (YTD)
+23.47%
Peer Avg (YTD)
+8.97%
vs Peers
+14.50%

THDRX Mutual Fund Performance

THDRX performance across multiple time periods: 1-month 0.63%, YTD 23.47%, 1-year 39.86%, 3-year 19.72%, 5-year 4.35%, 10-year 9.01%.

THDRX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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