THOFX Mutual Fund

THOFX Mutual Fund

NAV$53.39
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Returns Overview

1 Month
+2.12%
3 Months
+2.40%
6 Months
+5.53%
YTD
+16.01%
1 Year
+28.88%
3 Years (annualized)
+26.43%
5 Years (annualized)
+14.74%
10 Years (annualized)
+14.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THOFX 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)
+16.01%
Peer Avg (YTD)
+12.12%
vs Peers
+3.89%

THOFX Mutual Fund Performance

THOFX performance across multiple time periods: 1-month 2.12%, YTD 16.01%, 1-year 28.88%, 3-year 26.43%, 5-year 14.74%, 10-year 14.09%.

THOFX returns outperform the peer average of 12.12% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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