THDIX Mutual Fund

NAV$31.69

Returns Overview

1 Month
-5.01%
3 Months
+3.19%
6 Months
+7.79%
YTD
+16.21%
1 Year
+39.89%
3 Years (annualized)
+19.73%
5 Years (annualized)
+4.35%
10 Years (annualized)
+9.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THDIX 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
MSCI Emerging Markets Net Total Return USD Index(M1EF)
This Mutual Fund (YTD)
+16.21%
Peer Avg (YTD)
+8.97%
vs Peers
+7.24%

THDIX Mutual Fund Performance

THDIX performance across multiple time periods: 1-month -5.01%, YTD 16.21%, 1-year 39.89%, 3-year 19.73%, 5-year 4.35%, 10-year 9.01%.

THDIX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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