THSMX Mutual Fund

NAV$11.04

Returns Overview

1 Month
+1.18%
3 Months
+7.70%
6 Months
+13.26%
YTD
+12.01%
1 Year
+22.05%
3 Years (annualized)
+8.51%
5 Years (annualized)
+0.61%
10 Years (annualized)
+5.10%

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
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
Morningstar US Small Cap Total Return Index
This Mutual Fund (YTD)
+12.01%
Peer Avg (YTD)
+3.47%
vs Peers
+8.54%

THSMX Mutual Fund Performance

THSMX performance across multiple time periods: 1-month 1.18%, YTD 12.01%, 1-year 22.05%, 3-year 8.51%, 5-year 0.61%, 10-year 5.10%.

THSMX returns outperform the peer average of 3.47% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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