THOAX Mutual Fund

NAV$54.79

Returns Overview

1 Month
-3.63%
3 Months
+5.76%
6 Months
+9.03%
YTD
+7.76%
1 Year
+29.13%
3 Years (annualized)
+24.27%
5 Years (annualized)
+13.31%
10 Years (annualized)
+13.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THOAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI ACWI Net Total Return USD Index(.dMIWD00000NUS)
This Mutual Fund (YTD)
+7.76%
Peer Avg (YTD)
+8.71%
vs Peers
-0.96%

THOAX Mutual Fund Performance

THOAX performance across multiple time periods: 1-month -3.63%, YTD 7.76%, 1-year 29.13%, 3-year 24.27%, 5-year 13.31%, 10-year 13.66%.

THOAX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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