THSMX Mutual Fund

THSMX Mutual Fund

NAV$10.79
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Returns Overview

1 Month
+0.55%
3 Months
-1.18%
6 Months
+3.41%
YTD
+10.63%
1 Year
+12.33%
3 Years (annualized)
+8.24%
5 Years (annualized)
-3.13%
10 Years (annualized)
+2.93%

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)
+10.63%
Peer Avg (YTD)
+4.75%
vs Peers
+5.88%

THSMX Mutual Fund Performance

THSMX performance across multiple time periods: 1-month 0.55%, YTD 10.63%, 1-year 12.33%, 3-year 8.24%, 5-year -3.13%, 10-year 2.93%.

THSMX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.25%, 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.