THMAX Mutual Fund

THMAX Mutual Fund

NAV$17.71
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Returns Overview

1 Month
-0.23%
3 Months
+2.55%
6 Months
+4.96%
YTD
+6.11%
1 Year
+13.07%
3 Years (annualized)
+11.69%
5 Years (annualized)
+5.98%
10 Years (annualized)
+7.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THMAX 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
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📉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 Index(SPX)
This Mutual Fund (YTD)
+6.11%
Peer Avg (YTD)
+6.57%
vs Peers
-0.46%

THMAX Mutual Fund Performance

THMAX performance across multiple time periods: 1-month -0.23%, YTD 6.11%, 1-year 13.07%, 3-year 11.69%, 5-year 5.98%, 10-year 7.50%.

THMAX returns trail the peer average of 6.57% YTD. With an expense ratio of 1.08%, investors should weigh costs against performance when evaluating this mutual fund.

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