THVRX Mutual Fund

THVRX Mutual Fund

NAV$35.90
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Returns Overview

1 Month
+4.17%
3 Months
+5.65%
6 Months
+8.61%
YTD
+14.44%
1 Year
+25.94%
3 Years (annualized)
+19.72%
5 Years (annualized)
+10.67%
10 Years (annualized)
+10.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THVRX 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
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+14.44%
Peer Avg (YTD)
+9.42%
vs Peers
+5.02%

THVRX Mutual Fund Performance

THVRX performance across multiple time periods: 1-month 4.17%, YTD 14.44%, 1-year 25.94%, 3-year 19.72%, 5-year 10.67%, 10-year 10.79%.

THVRX returns outperform the peer average of 9.42% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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