THOVX Mutual Fund

NAV$54.61

Returns Overview

1 Month
-3.64%
3 Months
+5.77%
6 Months
+9.05%
YTD
+7.79%
1 Year
+29.08%
3 Years (annualized)
+24.19%
5 Years (annualized)
+13.18%
10 Years (annualized)
+13.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THOVX 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)
+7.79%
Peer Avg (YTD)
+8.71%
vs Peers
-0.92%

THOVX Mutual Fund Performance

THOVX performance across multiple time periods: 1-month -3.64%, YTD 7.79%, 1-year 29.08%, 3-year 24.19%, 5-year 13.18%, 10-year 13.50%.

THOVX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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