THYTX Mutual Fund

NAV$10.38

Returns Overview

1 Month
+1.05%
3 Months
+3.05%
6 Months
+3.58%
YTD
+3.48%
1 Year
+7.53%
3 Years (annualized)
+5.91%
5 Years (annualized)
+0.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THYTX 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
S&P Municipal Bond Index(^SAPIMAIN:SP)
This Mutual Fund (YTD)
+3.48%
Peer Avg (YTD)
+1.79%
vs Peers
+1.70%

THYTX Mutual Fund Performance

THYTX performance across multiple time periods: 1-month 1.05%, YTD 3.48%, 1-year 7.53%, 3-year 5.91%, 5-year 0.47%.

THYTX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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