THVRX Mutual Fund

NAV$36.83

Returns Overview

1 Month
-0.65%
3 Months
+6.64%
6 Months
+9.86%
YTD
+8.73%
1 Year
+20.85%
3 Years (annualized)
+21.59%
5 Years (annualized)
+12.78%
10 Years (annualized)
+15.01%

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
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
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+8.73%
Peer Avg (YTD)
+9.13%
vs Peers
-0.40%

THVRX Mutual Fund Performance

THVRX performance across multiple time periods: 1-month -0.65%, YTD 8.73%, 1-year 20.85%, 3-year 21.59%, 5-year 12.78%, 10-year 15.01%.

THVRX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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