THOPX Mutual Fund

THOPX Mutual Fund

NAV$10.51
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Returns Overview

1 Month
-0.19%
3 Months
+0.38%
6 Months
+0.66%
YTD
+1.23%
1 Year
+4.54%
3 Years (annualized)
+8.40%
5 Years (annualized)
+3.90%
10 Years (annualized)
+3.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THOPX 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
Bloomberg Barclays US Government/Credit 1-5 year Index
This Mutual Fund (YTD)
+1.23%
Peer Avg (YTD)
+0.12%
vs Peers
+1.11%

THOPX Mutual Fund Performance

THOPX performance across multiple time periods: 1-month -0.19%, YTD 1.23%, 1-year 4.54%, 3-year 8.40%, 5-year 3.90%, 10-year 3.83%.

THOPX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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