THOIX Mutual Fund

THOIX Mutual Fund

NAV$53.02
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Returns Overview

1 Month
-3.48%
3 Months
+2.55%
6 Months
+8.55%
YTD
+10.68%
1 Year
+19.25%
3 Years (annualized)
+26.43%
5 Years (annualized)
+14.74%
10 Years (annualized)
+14.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THOIX 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)
+10.68%
Peer Avg (YTD)
+9.89%
vs Peers
+0.79%

THOIX Mutual Fund Performance

THOIX performance across multiple time periods: 1-month -3.48%, YTD 10.68%, 1-year 19.25%, 3-year 26.43%, 5-year 14.74%, 10-year 14.09%.

THOIX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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