THOAX Mutual Fund

THOAX Mutual Fund

NAV$52.65
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Returns Overview

1 Month
-3.51%
3 Months
+2.47%
6 Months
+8.37%
YTD
+10.42%
1 Year
+18.90%
3 Years (annualized)
+24.99%
5 Years (annualized)
+13.82%
10 Years (annualized)
+13.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THOAX 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
MSCI ACWI Net Total Return USD Index(.dMIWD00000NUS)
This Mutual Fund (YTD)
+10.42%
Peer Avg (YTD)
+9.89%
vs Peers
+0.53%

THOAX Mutual Fund Performance

THOAX performance across multiple time periods: 1-month -3.51%, YTD 10.42%, 1-year 18.90%, 3-year 24.99%, 5-year 13.82%, 10-year 13.45%.

THOAX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.33%, investors should weigh costs against performance when evaluating this mutual fund.

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