THRRX Mutual Fund

NAV$13.10

Returns Overview

1 Month
-0.23%
3 Months
-0.46%
6 Months
-1.06%
YTD
-0.98%
1 Year
+4.15%
3 Years (annualized)
+5.57%
5 Years (annualized)
+2.22%
10 Years (annualized)
+2.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THRRX 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)
-0.98%
Peer Avg (YTD)
+3.23%
vs Peers
-4.21%

THRRX Mutual Fund Performance

THRRX performance across multiple time periods: 1-month -0.23%, YTD -0.98%, 1-year 4.15%, 3-year 5.57%, 5-year 2.22%, 10-year 2.71%.

THRRX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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