THLGX Mutual Fund

THLGX Mutual Fund

NAV$15.97
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Returns Overview

1 Month
+2.02%
3 Months
-2.31%
6 Months
+7.11%
YTD
+6.68%
1 Year
+11.66%
3 Years (annualized)
+9.80%
5 Years (annualized)
+1.58%
10 Years (annualized)
+7.51%

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)
+6.68%
Peer Avg (YTD)
+4.75%
vs Peers
+1.93%

THLGX Mutual Fund Performance

THLGX performance across multiple time periods: 1-month 2.02%, YTD 6.68%, 1-year 11.66%, 3-year 9.80%, 5-year 1.58%, 10-year 7.51%.

THLGX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.25%, 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.