THPMX Mutual Fund

THPMX Mutual Fund

NAV$16.63
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Returns Overview

1 Month
+2.05%
3 Months
+5.83%
6 Months
+12.31%
YTD
+17.46%
1 Year
+29.14%
3 Years (annualized)
+19.18%
5 Years (annualized)
+9.81%
10 Years (annualized)
+11.28%

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
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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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+17.46%
Peer Avg (YTD)
+9.89%
vs Peers
+7.57%

THPMX Mutual Fund Performance

THPMX performance across multiple time periods: 1-month 2.05%, YTD 17.46%, 1-year 29.14%, 3-year 19.18%, 5-year 9.81%, 10-year 11.28%.

THPMX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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