THOIX Mutual Fund

NAV$52.22

Returns Overview

1 Month
-0.42%
3 Months
+0.89%
6 Months
+2.78%
YTD
+8.09%
1 Year
+29.49%
3 Years (annualized)
+24.65%
5 Years (annualized)
+13.62%
10 Years (annualized)
+13.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THOIX 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)
+8.09%
Peer Avg (YTD)
+8.71%
vs Peers
-0.62%

THOIX Mutual Fund Performance

THOIX performance across multiple time periods: 1-month -0.42%, YTD 8.09%, 1-year 29.49%, 3-year 24.65%, 5-year 13.62%, 10-year 13.90%.

THOIX returns trail the peer average of 8.71% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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