THOCX Mutual Fund

THOCX Mutual Fund

NAV$52.43
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Returns Overview

1 Month
+3.96%
3 Months
+3.89%
6 Months
+5.64%
YTD
+12.92%
1 Year
+30.34%
3 Years (annualized)
+21.19%
5 Years (annualized)
+12.79%
10 Years (annualized)
+12.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THOCX 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)
+12.92%
Peer Avg (YTD)
+11.12%
vs Peers
+1.80%

THOCX Mutual Fund Performance

THOCX performance across multiple time periods: 1-month 3.96%, YTD 12.92%, 1-year 30.34%, 3-year 21.19%, 5-year 12.79%, 10-year 12.49%.

THOCX returns outperform the peer average of 11.12% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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