THLGX Mutual Fund

THLGX Mutual Fund

NAV$15.83
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Returns Overview

1 Month
-1.19%
3 Months
+8.72%
6 Months
+7.90%
YTD
+7.90%
1 Year
+16.66%
3 Years (annualized)
+9.51%
5 Years (annualized)
+5.59%
10 Years (annualized)
+9.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THLGX 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
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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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+7.90%
Peer Avg (YTD)
+3.47%
vs Peers
+4.43%

THLGX Mutual Fund Performance

THLGX performance across multiple time periods: 1-month -1.19%, YTD 7.90%, 1-year 16.66%, 3-year 9.51%, 5-year 5.59%, 10-year 9.17%.

THLGX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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