THPGX Mutual Fund

THPGX Mutual Fund

NAV$137.30
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Returns Overview

1 Month
+3.73%
3 Months
+4.27%
6 Months
+12.36%
YTD
+16.17%
1 Year
+31.90%
3 Years (annualized)
+21.42%
5 Years (annualized)
+11.87%
10 Years (annualized)
+14.09%

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
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📉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)
+16.17%
Peer Avg (YTD)
+12.44%
vs Peers
+3.74%

THPGX Mutual Fund Performance

THPGX performance across multiple time periods: 1-month 3.73%, YTD 16.17%, 1-year 31.90%, 3-year 21.42%, 5-year 11.87%, 10-year 14.09%.

THPGX returns outperform the peer average of 12.44% 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.