THIIX Mutual Fund

THIIX Mutual Fund

NAV$12.84
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Returns Overview

1 Month
+1.31%
3 Months
+0.10%
6 Months
+0.20%
YTD
+0.86%
1 Year
+1.53%
3 Years (annualized)
+5.86%
5 Years (annualized)
+2.23%
10 Years (annualized)
+2.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THIIX 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 Intermediate US Government/Credit Total Return Index Value Unhedged
This Mutual Fund (YTD)
+0.86%
Peer Avg (YTD)
+2.28%
vs Peers
-1.42%

THIIX Mutual Fund Performance

THIIX performance across multiple time periods: 1-month 1.31%, YTD 0.86%, 1-year 1.53%, 3-year 5.86%, 5-year 2.23%, 10-year 2.59%.

THIIX returns trail the peer average of 2.28% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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