THMBX Mutual Fund

THMBX Mutual Fund

NAV$9.28
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Returns Overview

1 Month
-1.71%
3 Months
+0.34%
6 Months
+1.09%
YTD
+1.56%
1 Year
+7.87%
3 Years (annualized)
+4.75%
5 Years (annualized)
+0.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THMBX 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
Bloomberg Barclays High Yield Index(^BBHY)
This Mutual Fund (YTD)
+1.56%
Peer Avg (YTD)
+0.23%
vs Peers
+1.33%

THMBX Mutual Fund Performance

THMBX performance across multiple time periods: 1-month -1.71%, YTD 1.56%, 1-year 7.87%, 3-year 4.75%, 5-year 0.27%.

THMBX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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