THLGX Mutual Fund

THLGX Mutual Fund

NAV$15.66
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Returns Overview

1 Month
-3.09%
3 Months
+1.86%
6 Months
+3.51%
YTD
+4.56%
1 Year
+10.75%
3 Years (annualized)
+7.29%
5 Years (annualized)
+4.28%
10 Years (annualized)
+8.67%

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)
+4.56%
Peer Avg (YTD)
+2.39%
vs Peers
+2.18%

THLGX Mutual Fund Performance

THLGX performance across multiple time periods: 1-month -3.09%, YTD 4.56%, 1-year 10.75%, 3-year 7.29%, 5-year 4.28%, 10-year 8.67%.

THLGX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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