THISX Mutual Fund

NAV$89.49

Returns Overview

1 Month
+8.76%
3 Months
+14.44%
6 Months
+7.34%
YTD
+7.32%
1 Year
+30.37%
3 Years (annualized)
+7.76%
5 Years (annualized)
+2.87%
10 Years (annualized)
+10.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THISX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Lipper Health/Biotechnology Funds Index
This Mutual Fund (YTD)
+7.32%
Peer Avg (YTD)
+7.57%
vs Peers
-0.25%

THISX Mutual Fund Performance

THISX performance across multiple time periods: 1-month 8.76%, YTD 7.32%, 1-year 30.37%, 3-year 7.76%, 5-year 2.87%, 10-year 10.45%.

THISX returns trail the peer average of 7.57% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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