THCRX Mutual Fund

NAV$34.08

Returns Overview

1 Month
-3.21%
3 Months
+1.64%
6 Months
+4.64%
YTD
+6.47%
1 Year
-0.76%
3 Years (annualized)
+10.71%
5 Years (annualized)
+4.31%
10 Years (annualized)
+13.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THCRX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
Russell 2500 Growth Total Return(^R25IGTR)
This Mutual Fund (YTD)
+6.47%
Peer Avg (YTD)
+1.79%
vs Peers
+4.67%

THCRX Mutual Fund Performance

THCRX performance across multiple time periods: 1-month -3.21%, YTD 6.47%, 1-year -0.76%, 3-year 10.71%, 5-year 4.31%, 10-year 13.21%.

THCRX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.45%, investors should weigh costs against performance when evaluating this mutual fund.

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