THGRX Mutual Fund

NAV$40.69

Returns Overview

1 Month
-3.17%
3 Months
+1.78%
6 Months
+4.90%
YTD
+6.77%
1 Year
-0.24%
3 Years (annualized)
+11.29%
5 Years (annualized)
+4.31%
10 Years (annualized)
+13.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THGRX 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)
+6.77%
Peer Avg (YTD)
+1.79%
vs Peers
+4.97%

THGRX Mutual Fund Performance

THGRX performance across multiple time periods: 1-month -3.17%, YTD 6.77%, 1-year -0.24%, 3-year 11.29%, 5-year 4.31%, 10-year 13.36%.

THGRX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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