THCVX Mutual Fund

THCVX Mutual Fund

NAV$34.25
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Returns Overview

1 Month
-3.16%
3 Months
+2.58%
6 Months
+16.73%
YTD
+18.05%
1 Year
+23.62%
3 Years (annualized)
+19.57%
5 Years (annualized)
+11.65%
10 Years (annualized)
+11.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THCVX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.05%
Peer Avg (YTD)
+10.00%
vs Peers
+8.05%

THCVX Mutual Fund Performance

THCVX performance across multiple time periods: 1-month -3.16%, YTD 18.05%, 1-year 23.62%, 3-year 19.57%, 5-year 11.65%, 10-year 11.52%.

THCVX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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