THIRX Mutual Fund

THIRX Mutual Fund

NAV$13.08
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Returns Overview

1 Month
-0.42%
3 Months
+0.01%
6 Months
+0.15%
YTD
+0.49%
1 Year
+3.16%
3 Years (annualized)
+4.78%
5 Years (annualized)
+1.54%
10 Years (annualized)
+2.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THIRX 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)
+0.49%
Peer Avg (YTD)
+0.12%
vs Peers
+0.37%

THIRX Mutual Fund Performance

THIRX performance across multiple time periods: 1-month -0.42%, YTD 0.49%, 1-year 3.16%, 3-year 4.78%, 5-year 1.54%, 10-year 2.17%.

THIRX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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