THSMX Mutual Fund

THSMX Mutual Fund

NAV$11.04
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Returns Overview

1 Month
-2.86%
3 Months
+2.45%
6 Months
+5.33%
YTD
+10.02%
1 Year
+17.10%
3 Years (annualized)
+5.82%
5 Years (annualized)
+0.24%
10 Years (annualized)
+4.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THSMX 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
Morningstar US Small Cap Total Return Index
This Mutual Fund (YTD)
+10.02%
Peer Avg (YTD)
+2.39%
vs Peers
+7.63%

THSMX Mutual Fund Performance

THSMX performance across multiple time periods: 1-month -2.86%, YTD 10.02%, 1-year 17.10%, 3-year 5.82%, 5-year 0.24%, 10-year 4.66%.

THSMX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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