THOGX Mutual Fund

THOGX Mutual Fund

NAV$53.31
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Returns Overview

1 Month
-3.47%
3 Months
+2.58%
6 Months
+8.58%
YTD
+10.78%
1 Year
+19.38%
3 Years (annualized)
+25.54%
5 Years (annualized)
+14.32%
10 Years (annualized)
+13.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THOGX 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)
+10.78%
Peer Avg (YTD)
+9.89%
vs Peers
+0.88%

THOGX Mutual Fund Performance

THOGX performance across multiple time periods: 1-month -3.47%, YTD 10.78%, 1-year 19.38%, 3-year 25.54%, 5-year 14.32%, 10-year 13.85%.

THOGX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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