THPGX Mutual Fund

NAV$137.87

Returns Overview

1 Month
-1.86%
3 Months
+11.83%
6 Months
+9.77%
YTD
+9.34%
1 Year
+30.70%
3 Years (annualized)
+17.23%
5 Years (annualized)
+10.43%
10 Years (annualized)
+13.88%

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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.34%
Peer Avg (YTD)
+9.49%
vs Peers
-0.15%

THPGX Mutual Fund Performance

THPGX performance across multiple time periods: 1-month -1.86%, YTD 9.34%, 1-year 30.70%, 3-year 17.23%, 5-year 10.43%, 10-year 13.88%.

THPGX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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