THMQX Mutual Fund

THMQX Mutual Fund

NAV$12.51
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Returns Overview

1 Month
-0.25%
3 Months
-0.99%
6 Months
-1.52%
YTD
+0.29%
1 Year
+3.44%
3 Years (annualized)
+3.26%
5 Years (annualized)
+0.64%
10 Years (annualized)
+1.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THMQX 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
ICE BofA US Municipal Securities Index(^ICEBAUSMSI)
This Mutual Fund (YTD)
+0.29%
Peer Avg (YTD)
+0.15%
vs Peers
+0.14%

THMQX Mutual Fund Performance

THMQX performance across multiple time periods: 1-month -0.25%, YTD 0.29%, 1-year 3.44%, 3-year 3.26%, 5-year 0.64%, 10-year 1.28%.

THMQX returns outperform the peer average of 0.15% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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