THORX Mutual Fund

NAV$54.08

Returns Overview

1 Month
-3.65%
3 Months
+5.70%
6 Months
+8.95%
YTD
+7.68%
1 Year
+28.91%
3 Years (annualized)
+25.59%
5 Years (annualized)
+16.98%
10 Years (annualized)
+16.14%

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

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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)
+7.68%
Peer Avg (YTD)
+8.71%
vs Peers
-1.03%

THORX Mutual Fund Performance

THORX performance across multiple time periods: 1-month -3.65%, YTD 7.68%, 1-year 28.91%, 3-year 25.59%, 5-year 16.98%, 10-year 16.14%.

THORX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

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