THOAX Mutual Fund

THOAX Mutual Fund

NAV$53.86
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Returns Overview

1 Month
+4.01%
3 Months
+4.09%
6 Months
+6.02%
YTD
+13.40%
1 Year
+31.37%
3 Years (annualized)
+22.18%
5 Years (annualized)
+13.70%
10 Years (annualized)
+13.37%

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
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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
MSCI ACWI Net Total Return USD Index(.dMIWD00000NUS)
This Mutual Fund (YTD)
+13.40%
Peer Avg (YTD)
+11.12%
vs Peers
+2.28%

THOAX Mutual Fund Performance

THOAX performance across multiple time periods: 1-month 4.01%, YTD 13.40%, 1-year 31.37%, 3-year 22.18%, 5-year 13.70%, 10-year 13.37%.

THOAX returns outperform the peer average of 11.12% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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