THVRX Mutual Fund

THVRX Mutual Fund

NAV$35.16
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Returns Overview

1 Month
-2.12%
3 Months
-4.77%
6 Months
+0.61%
YTD
+8.98%
1 Year
+12.75%
3 Years (annualized)
+21.86%
5 Years (annualized)
+9.19%
10 Years (annualized)
+10.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would THVRX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Net Total Return USD Index(NDUEACWZ)
This Mutual Fund (YTD)
+8.98%
Peer Avg (YTD)
+8.21%
vs Peers
+0.77%

THVRX Mutual Fund Performance

THVRX performance across multiple time periods: 1-month -2.12%, YTD 8.98%, 1-year 12.75%, 3-year 21.86%, 5-year 9.19%, 10-year 10.17%.

THVRX returns outperform the peer average of 8.21% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

THVRX vs another fund shows side-by-side returns. THVRX alternatives are available in the Mutual Fund Screener.