THISX Mutual Fund

THISX Mutual Fund

NAV$92.83
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Returns Overview

1 Month
-0.87%
3 Months
+5.23%
6 Months
+20.42%
YTD
+12.93%
1 Year
+30.45%
3 Years (annualized)
+12.42%
5 Years (annualized)
+3.89%
10 Years (annualized)
+11.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THISX 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
Lipper Health/Biotechnology Funds Index
This Mutual Fund (YTD)
+12.93%
Peer Avg (YTD)
+8.76%
vs Peers
+4.17%

THISX Mutual Fund Performance

THISX performance across multiple time periods: 1-month -0.87%, YTD 12.93%, 1-year 30.45%, 3-year 12.42%, 5-year 3.89%, 10-year 11.51%.

THISX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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