THOIX Mutual Fund

THOIX Mutual Fund

NAV$52.38
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Returns Overview

1 Month
-2.99%
3 Months
-4.39%
6 Months
-0.40%
YTD
+7.37%
1 Year
+15.01%
3 Years (annualized)
+26.80%
5 Years (annualized)
+13.45%
10 Years (annualized)
+13.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THOIX 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)
+7.37%
Peer Avg (YTD)
+10.38%
vs Peers
-3.02%

THOIX Mutual Fund Performance

THOIX performance across multiple time periods: 1-month -2.99%, YTD 7.37%, 1-year 15.01%, 3-year 26.80%, 5-year 13.45%, 10-year 13.03%.

THOIX returns trail the peer average of 10.38% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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