THRLX Mutual Fund

NAV$13.05

Returns Overview

1 Month
-0.68%
3 Months
-1.06%
6 Months
-1.58%
YTD
-1.51%
1 Year
+4.29%
3 Years (annualized)
+5.64%
5 Years (annualized)
+2.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THRLX 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)
-1.51%
Peer Avg (YTD)
+3.23%
vs Peers
-4.74%

THRLX Mutual Fund Performance

THRLX performance across multiple time periods: 1-month -0.68%, YTD -1.51%, 1-year 4.29%, 3-year 5.64%, 5-year 2.29%.

THRLX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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