THOCX Mutual Fund

THOCX Mutual Fund

NAV$49.70
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Returns Overview

1 Month
-3.56%
3 Months
+2.28%
6 Months
+7.97%
YTD
+9.81%
1 Year
+17.94%
3 Years (annualized)
+23.97%
5 Years (annualized)
+12.91%
10 Years (annualized)
+12.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THOCX 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
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📉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)
+9.81%
Peer Avg (YTD)
+9.89%
vs Peers
-0.08%

THOCX Mutual Fund Performance

THOCX performance across multiple time periods: 1-month -3.56%, YTD 9.81%, 1-year 17.94%, 3-year 23.97%, 5-year 12.91%, 10-year 12.66%.

THOCX returns trail the peer average of 9.89% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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