THRIX Mutual Fund

THRIX Mutual Fund

NAV$12.80
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Returns Overview

1 Month
-1.46%
3 Months
-1.61%
6 Months
-0.89%
YTD
-0.59%
1 Year
+0.44%
3 Years (annualized)
+4.89%
5 Years (annualized)
+1.67%
10 Years (annualized)
+2.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THRIX 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 Intermediate US Government/Credit Total Return Index Value Unhedged
This Mutual Fund (YTD)
-0.59%
Peer Avg (YTD)
+0.50%
vs Peers
-1.09%

THRIX Mutual Fund Performance

THRIX performance across multiple time periods: 1-month -1.46%, YTD -0.59%, 1-year 0.44%, 3-year 4.89%, 5-year 1.67%, 10-year 2.22%.

THRIX returns trail 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.

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