THIRX Mutual Fund

NAV$13.09

Returns Overview

1 Month
-0.30%
3 Months
-0.53%
6 Months
-1.21%
YTD
-1.13%
1 Year
+3.69%
3 Years (annualized)
+5.07%
5 Years (annualized)
+1.73%
10 Years (annualized)
+2.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THIRX 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 Intermediate US Government/Credit Total Return Index Value Unhedged
This Mutual Fund (YTD)
-1.13%
Peer Avg (YTD)
+3.23%
vs Peers
-4.36%

THIRX Mutual Fund Performance

THIRX performance across multiple time periods: 1-month -0.30%, YTD -1.13%, 1-year 3.69%, 3-year 5.07%, 5-year 1.73%, 10-year 2.25%.

THIRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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