Nasdaq - Delayed Quote USD

Thompson Bond Fund (THOPX)

10.09 0.00 (0.00%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.07%
5y Average Return 2.04%
Number of Years Up 24
Number of Years Down 7
Best 1Y Total Return (Apr 25, 2024) 24.83%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 24.83%
Worst 3Y Total Return -1.22%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
THOPX
Category
YTD
4.38%
0.44%
1-Month
1.49%
0.02%
3-Month
4.38%
0.56%
1-Year
10.53%
2.65%
3-Year
1.97%
3.38%
5-Year
2.17%
2.40%
10-Year
2.56%
2.01%
Last Bull Market
9.36%
2.63%
Last Bear Market
-3.20%
-0.33%

Annual Total Return (%) History

Year
THOPX
Category
2024
--
--
2023
6.98%
--
2022
-7.27%
--
2021
5.75%
--
2020
-1.72%
3.81%
2019
5.56%
4.72%
2018
1.80%
0.92%
2017
4.81%
1.73%

2016
10.42%
2.08%
2015
-2.86%
0.19%
2014
0.96%
1.07%
2013
2.82%
0.45%
2012
9.34%
3.67%
2011
3.04%
1.66%
2010
7.31%
4.11%
2009
24.83%
9.30%
2008
-2.10%
-4.23%
2007
5.67%
4.29%
2006
5.71%
4.05%
2005
-0.06%
1.45%
2004
3.14%
1.63%
2003
13.61%
2.54%
2002
1.87%
5.47%
2001
10.14%
7.27%
2000
8.27%
7.59%
1999
-2.82%
2.21%
1998
8.71%
6.27%
1997
7.42%
6.59%
1996
1.83%
4.56%
1995
14.47%
11.03%
1994
-2.67%
-0.65%
1993
8.17%
6.97%
1992
--
6.44%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.38% -- -- --
2023 1.03% 0.31% 1.77% 3.73%
2022 -2.01% -3.20% -0.98% -1.27%
2021 3.27% 1.83% 0.82% -0.25%
2020 -9.50% 2.92% 2.29% 3.15%
2019 2.04% 1.05% 1.05% 1.31%
2018 0.88% 0.79% 0.96% -0.83%
2017 1.87% 1.50% 0.96% 0.40%
2016 0.38% 5.32% 3.01% 1.39%
2015 0.96% 0.35% -2.30% -1.87%

2014 1.96% 1.35% -0.84% -1.47%
2013 1.60% -1.33% 1.02% 1.52%
2012 3.47% 0.78% 3.29% 1.51%
2011 1.76% 1.57% -1.56% 1.27%
2010 2.83% 1.43% 2.75% 0.13%
2009 -0.21% 15.07% 5.71% 2.84%
2008 0.99% -0.01% -9.87% 7.57%
2007 1.38% 0.89% 1.38% 1.90%
2006 0.70% 0.50% 2.31% 2.08%
2005 -1.05% 1.26% -0.10% -0.15%
2004 2.03% -1.00% 0.75% 1.35%
2003 2.20% 6.59% 2.45% 1.80%
2002 0.19% -1.95% 1.80% 1.87%
2001 3.79% 0.67% 4.22% 1.15%
2000 1.33% 1.42% 2.65% 2.62%
1999 -1.30% -1.42% 0.39% -0.51%
1998 1.43% 2.09% 5.13% -0.14%
1997 -1.08% 2.88% 3.13% 2.35%
1996 -1.78% -0.27% 1.49% 2.44%
1995 4.60% 4.24% 1.63% 3.29%
1994 -2.47% -0.89% 0.59% 0.10%
1993 3.99% 1.89% 2.25% -0.15%
1992 2.40% 3.72% 0.96% --

Rank in Category (By Total Return)

YTD 1
1-Month 1
3-Month 1
1-Year 1
3-Year 6
5-Year 19

Load Adjusted Returns

1-Year 10.53%
3-Year 1.97%
5-Year 2.17%
10-Year 2.56%

Performance & Risk

YTD Return 4.07%
5y Average Return 2.04%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.28
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Thompson IM
Net Assets 1.32B
YTD Return 4.38%
Yield 5.72%
Morningstar Rating
Inception Date Feb 10, 1992

Fund Summary

The fund normally invests at least 80% of its net assets plus any borrowing for investment purposes in a diversified portfolio of bonds, including corporate bonds of domestic issuers and of foreign issuers payable in U.S. dollars, short-term debt instruments, mortgage- and asset-backed securities, bonds of foreign government issuers (including its agencies and instrumentalities) payable in U.S. dollars, and U.S. Treasury securities and other debt securities issued or guaranteed by the U.S. government (including its agencies and instrumentalities).

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