THLCX Mutual Fund

THLCX Mutual Fund

NAV$27.00
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Returns Overview

1 Month
+2.08%
3 Months
+3.72%
6 Months
+20.55%
YTD
+8.22%
1 Year
+9.40%
3 Years (annualized)
+19.18%
5 Years (annualized)
+8.89%
10 Years (annualized)
+16.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THLCX 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
S&P 500 GrowthIndex(^SP500G:SP)
This Mutual Fund (YTD)
+8.22%
Peer Avg (YTD)
+8.68%
vs Peers
-0.46%

THLCX Mutual Fund Performance

THLCX performance across multiple time periods: 1-month 2.08%, YTD 8.22%, 1-year 9.40%, 3-year 19.18%, 5-year 8.89%, 10-year 16.42%.

THLCX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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