THIRX Mutual Fund

THIRX Mutual Fund

NAV$12.81
See how much of THIRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.27%
3 Months
+0.03%
6 Months
-0.55%
YTD
+0.77%
1 Year
+2.27%
3 Years (annualized)
+4.87%
5 Years (annualized)
+1.62%
10 Years (annualized)
+2.20%

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
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

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)
+0.77%
Peer Avg (YTD)
+2.15%
vs Peers
-1.39%

THIRX Mutual Fund Performance

THIRX performance across multiple time periods: 1-month 0.27%, YTD 0.77%, 1-year 2.27%, 3-year 4.87%, 5-year 1.62%, 10-year 2.20%.

THIRX returns trail the peer average of 2.15% 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.