THCCX Mutual Fund

NAV$10.25

Returns Overview

1 Month
-2.10%
3 Months
-1.54%
6 Months
-2.47%
YTD
-2.29%
1 Year
+3.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THCCX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Total Return Index
This Mutual Fund (YTD)
-2.29%
Peer Avg (YTD)
+1.76%
vs Peers
-4.05%

THCCX Mutual Fund Performance

THCCX performance across multiple time periods: 1-month -2.10%, YTD -2.29%, 1-year 3.52%.

THCCX returns trail the peer average of 1.76% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

THCCX performance comparison shows side-by-side returns with another fund. THCCX alternatives are available in the Mutual Fund Screener.