THMEX Mutual Fund

NAV$16.76

Returns Overview

1 Month
+0.20%
3 Months
+12.95%
6 Months
+13.66%
YTD
+12.64%
1 Year
+32.44%
3 Years (annualized)
+19.64%
5 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THMEX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World Index
This Mutual Fund (YTD)
+12.64%
Peer Avg (YTD)
+9.13%
vs Peers
+3.51%

THMEX Mutual Fund Performance

THMEX performance across multiple time periods: 1-month 0.20%, YTD 12.64%, 1-year 32.44%, 3-year 19.64%, 5-year 10.23%.

THMEX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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