THOFX Mutual Fund

NAV$55.59

Returns Overview

1 Month
-3.62%
3 Months
+5.83%
6 Months
+9.20%
YTD
+7.93%
1 Year
+29.50%
3 Years (annualized)
+24.63%
5 Years (annualized)
+13.61%
10 Years (annualized)
+13.90%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Net Total Return USD Index(.dMIWD00000NUS)
This Mutual Fund (YTD)
+7.93%
Peer Avg (YTD)
+8.71%
vs Peers
-0.78%

THOFX Mutual Fund Performance

THOFX performance across multiple time periods: 1-month -3.62%, YTD 7.93%, 1-year 29.50%, 3-year 24.63%, 5-year 13.61%, 10-year 13.90%.

THOFX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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