THORX Mutual Fund

THORX Mutual Fund

NAV$54.89
See how much of THORX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.99%
3 Months
+4.03%
6 Months
+5.91%
YTD
+13.29%
1 Year
+31.16%
3 Years (annualized)
+21.99%
5 Years (annualized)
+13.50%
10 Years (annualized)
+13.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THORX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Net Total Return USD Index(.dMIWD00000NUS)
This Mutual Fund (YTD)
+13.29%
Peer Avg (YTD)
+11.12%
vs Peers
+2.17%

THORX Mutual Fund Performance

THORX performance across multiple time periods: 1-month 3.99%, YTD 13.29%, 1-year 31.16%, 3-year 21.99%, 5-year 13.50%, 10-year 13.16%.

THORX returns outperform the peer average of 11.12% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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