THPBX Mutual Fund

THPBX Mutual Fund

NAV$25.54
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Returns Overview

1 Month
-0.04%
3 Months
+0.08%
6 Months
+2.52%
YTD
+6.17%
1 Year
+7.35%
3 Years (annualized)
+14.87%
5 Years (annualized)
+6.28%
10 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THPBX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+6.17%
Peer Avg (YTD)
+5.30%
vs Peers
+0.87%

THPBX Mutual Fund Performance

THPBX performance across multiple time periods: 1-month -0.04%, YTD 6.17%, 1-year 7.35%, 3-year 14.87%, 5-year 6.28%, 10-year 8.70%.

THPBX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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