THLCX Mutual Fund

NAV$26.37

Returns Overview

1 Month
-2.07%
3 Months
+16.22%
6 Months
+4.00%
YTD
+4.34%
1 Year
+14.88%
3 Years (annualized)
+19.66%
5 Years (annualized)
+9.82%
10 Years (annualized)
+16.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THLCX 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
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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
S&P 500 GrowthIndex(^SP500G:SP)
This Mutual Fund (YTD)
+4.34%
Peer Avg (YTD)
+8.97%
vs Peers
-4.64%

THLCX Mutual Fund Performance

THLCX performance across multiple time periods: 1-month -2.07%, YTD 4.34%, 1-year 14.88%, 3-year 19.66%, 5-year 9.82%, 10-year 16.82%.

THLCX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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