THOVX Mutual Fund

THOVX Mutual Fund

NAV$52.17
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Returns Overview

1 Month
-3.50%
3 Months
+2.49%
6 Months
+8.41%
YTD
+10.48%
1 Year
+18.90%
3 Years (annualized)
+25.98%
5 Years (annualized)
+14.31%
10 Years (annualized)
+13.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THOVX 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)
+10.48%
Peer Avg (YTD)
+9.89%
vs Peers
+0.59%

THOVX Mutual Fund Performance

THOVX performance across multiple time periods: 1-month -3.50%, YTD 10.48%, 1-year 18.90%, 3-year 25.98%, 5-year 14.31%, 10-year 13.69%.

THOVX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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