THOPX Mutual Fund

THOPX Mutual Fund

NAV$10.35
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Returns Overview

1 Month
-1.04%
3 Months
-0.76%
6 Months
+0.37%
YTD
+0.65%
1 Year
+2.25%
3 Years (annualized)
+8.35%
5 Years (annualized)
+3.94%
10 Years (annualized)
+3.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THOPX 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
Bloomberg Barclays US Government/Credit 1-5 year Index
This Mutual Fund (YTD)
+0.65%
Peer Avg (YTD)
+0.50%
vs Peers
+0.15%

THOPX Mutual Fund Performance

THOPX performance across multiple time periods: 1-month -1.04%, YTD 0.65%, 1-year 2.25%, 3-year 8.35%, 5-year 3.94%, 10-year 3.77%.

THOPX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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