THOAX Mutual Fund

THOAX Mutual Fund

NAV$52.00
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Returns Overview

1 Month
-3.01%
3 Months
-4.45%
6 Months
-0.54%
YTD
+7.09%
1 Year
+14.64%
3 Years (annualized)
+25.37%
5 Years (annualized)
+12.54%
10 Years (annualized)
+12.40%

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)
+7.09%
Peer Avg (YTD)
+10.38%
vs Peers
-3.29%

THOAX Mutual Fund Performance

THOAX performance across multiple time periods: 1-month -3.01%, YTD 7.09%, 1-year 14.64%, 3-year 25.37%, 5-year 12.54%, 10-year 12.40%.

THOAX returns trail the peer average of 10.38% 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.