THRLX Mutual Fund

THRLX Mutual Fund

NAV$12.86
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Returns Overview

1 Month
-1.50%
3 Months
-1.55%
6 Months
-0.80%
YTD
-0.35%
1 Year
+0.82%
3 Years (annualized)
+5.45%
5 Years (annualized)
+2.18%
10 Years (annualized)
+2.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THRLX 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)
-0.35%
Peer Avg (YTD)
+0.50%
vs Peers
-0.85%

THRLX Mutual Fund Performance

THRLX performance across multiple time periods: 1-month -1.50%, YTD -0.35%, 1-year 0.82%, 3-year 5.45%, 5-year 2.18%, 10-year 2.78%.

THRLX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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