THPGX Mutual Fund

THPGX Mutual Fund

NAV$137.51
See how much of THPGX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.43%
3 Months
+3.71%
6 Months
+10.61%
YTD
+12.00%
1 Year
+32.16%
3 Years (annualized)
+19.34%
5 Years (annualized)
+12.59%
10 Years (annualized)
+14.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THPGX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+12.00%
Peer Avg (YTD)
+11.41%
vs Peers
+0.58%

THPGX Mutual Fund Performance

THPGX performance across multiple time periods: 1-month 2.43%, YTD 12.00%, 1-year 32.16%, 3-year 19.34%, 5-year 12.59%, 10-year 14.18%.

THPGX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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