THRIX Mutual Fund

THRIX Mutual Fund

NAV$13.05
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Returns Overview

1 Month
-0.38%
3 Months
+0.05%
6 Months
+0.23%
YTD
+0.65%
1 Year
+3.25%
3 Years (annualized)
+4.84%
5 Years (annualized)
+1.59%
10 Years (annualized)
+2.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THRIX 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
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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
Bloomberg Intermediate US Government/Credit Total Return Index Value Unhedged
This Mutual Fund (YTD)
+0.65%
Peer Avg (YTD)
+0.12%
vs Peers
+0.53%

THRIX Mutual Fund Performance

THRIX performance across multiple time periods: 1-month -0.38%, YTD 0.65%, 1-year 3.25%, 3-year 4.84%, 5-year 1.59%, 10-year 2.21%.

THRIX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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