THOCX Mutual Fund

NAV$50.00

Returns Overview

1 Month
+1.69%
3 Months
+2.86%
6 Months
+2.63%
YTD
+9.51%
1 Year
+28.06%
3 Years (annualized)
+24.87%
5 Years (annualized)
+16.42%
10 Years (annualized)
+15.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THOCX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI Net Total Return USD Index(.dMIWD00000NUS)
This Mutual Fund (YTD)
+9.51%
Peer Avg (YTD)
+8.71%
vs Peers
+0.79%

THOCX Mutual Fund Performance

THOCX performance across multiple time periods: 1-month 1.69%, YTD 9.51%, 1-year 28.06%, 3-year 24.87%, 5-year 16.42%, 10-year 15.58%.

THOCX returns outperform the peer average of 8.71% YTD. With an expense ratio of 2.16%, investors should weigh costs against performance when evaluating this mutual fund.

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