THPMX Mutual Fund

NAV$17.55

Returns Overview

1 Month
+3.10%
3 Months
+16.15%
6 Months
+15.21%
YTD
+14.43%
1 Year
+32.92%
3 Years (annualized)
+16.47%
5 Years (annualized)
+10.46%
10 Years (annualized)
+12.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THPMX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+14.43%
Peer Avg (YTD)
+10.82%
vs Peers
+3.61%

THPMX Mutual Fund Performance

THPMX performance across multiple time periods: 1-month 3.10%, YTD 14.43%, 1-year 32.92%, 3-year 16.47%, 5-year 10.46%, 10-year 12.57%.

THPMX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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