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THBIX: Thomson Hortsmann & Bryant Microcap Ins (MUTUAL FUND)
Basic Info 25.38 0(0.0%) September 17
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (15%) |
| Start Date: | 04/02/2012 |
| Last Dividend Date: | 12/19/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.26% |
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Performance Analytics (As of 09/17/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.5 | 19.5 | 56.7 | 12.5 | 16.8 | 13.1 | 28.8 | 12.2 | -6.4 | 11.0 | 33.0 | -9.7 | -7.0 | 51.5 | 5.8 |
| SR | NA | 1.11 | 2.2 | 0.38 | 0.62 | 0.58 | 0.62 | 0.69 | -0.5 | 0.77 | 1.84 | -0.61 | -0.4 | 3.53 | 0.47 |
| DD(%) | NA | 12.2 | 12.2 | 48.0 | 49.3 | 49.3 | 44.4 | 13.4 | 24.4 | 6.7 | 12.8 | 15.7 | 18.9 | 5.7 | 11.6 |
| SD(%) | NA | 25.6 | 25.7 | 31.2 | 25.7 | 21.9 | 45.8 | 15.6 | 15.4 | 13.5 | 17.7 | 15.9 | 17.5 | 14.6 | 16.6 |
| TR | NA | 0.22 | 0.44 | 0.11 | 0.15 | 0.12 | 0.26 | 0.11 | -0.09 | 0.09 | 0.33 | -0.1 | -0.06 | 0.53 | 0.09 |
| Alpha(%) | NA | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.03 | -0.05 | 0.01 | -0.02 | 0.05 | -0.03 | -0.06 | 0.04 | 0.01 |
| Beta(%) | NA | 1.3 | 1.29 | 1.08 | 1.07 | 1.05 | 1.1 | 0.96 | 0.82 | 1.12 | 0.98 | 0.95 | 1.11 | 0.97 | 0.92 |
| RS | NA | 0.89 | 0.9 | 0.9 | 0.88 | 0.87 | 0.94 | 0.8 | 0.81 | 0.71 | 0.87 | 0.85 | 0.82 | 0.82 | 0.85 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2012
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
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* Day change on 09/17/2021.Latest Articles Related to THBIX
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