THOCX Mutual Fund

THOCX Mutual Fund

NAV$49.05
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Returns Overview

1 Month
-3.09%
3 Months
-4.65%
6 Months
-0.94%
YTD
+6.42%
1 Year
+13.74%
3 Years (annualized)
+24.33%
5 Years (annualized)
+11.63%
10 Years (annualized)
+11.61%

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
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📉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)
+6.42%
Peer Avg (YTD)
+10.38%
vs Peers
-3.97%

THOCX Mutual Fund Performance

THOCX performance across multiple time periods: 1-month -3.09%, YTD 6.42%, 1-year 13.74%, 3-year 24.33%, 5-year 11.63%, 10-year 11.61%.

THOCX returns trail the peer average of 10.38% 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.