Nasdaq - Delayed Quote USD

Thompson MidCap (THPMX)

13.57
+0.02
+(0.15%)
At close: 8:04:31 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.24%
5y Average Return 15.81%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return (May 9, 2025) 36.38%
Worst 1Y Total Return (May 9, 2025) --
Best 3Y Total Return 36.38%
Worst 3Y Total Return 2.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
THPMX
Category
YTD
-5.81%
17.04%
1-Month
-2.54%
-0.01%
3-Month
-10.35%
5.47%
1-Year
6.00%
50.44%
3-Year
4.64%
13.15%
5-Year
14.90%
13.75%
10-Year
6.73%
11.35%
Last Bull Market
18.48%
25.95%
Last Bear Market
-17.27%
-22.55%

Annual Total Return (%) History

Year
THPMX
Category
2025
--
--
2024
7.53%
--
2023
16.84%
--
2022
-14.74%
--
2021
29.61%
--
2020
11.97%
12.39%
2019
33.45%
26.21%
2018
-21.78%
-11.15%

2017
17.07%
15.93%
2016
19.38%
14.14%
2015
-9.49%
-4.75%
2014
10.99%
7.80%
2013
36.38%
34.10%
2012
17.51%
16.15%
2011
-5.17%
-3.81%
2010
25.59%
22.52%
2009
46.91%
37.39%
2008
--
-39.18%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -3.35% -- -- --
2024 1.78% -4.88% 9.12% 1.80%
2023 4.11% 5.65% -7.47% 14.81%
2022 -3.98% -17.27% -3.70% 11.46%
2021 20.92% 5.13% -4.14% 6.36%
2020 -37.76% 29.88% 6.77% 29.72%
2019 18.68% 2.73% 0.77% 8.62%
2018 -3.12% 3.92% -0.15% -22.19%
2017 6.21% 2.42% 0.68% 6.89%
2016 0.66% 3.75% 10.03% 3.89%

2015 3.19% -1.96% -12.09% 1.76%
2014 5.01% 3.65% -2.73% 4.84%
2013 12.80% 2.71% 10.22% 6.80%
2012 16.99% -9.42% 8.65% 2.06%
2011 8.20% -1.68% -19.48% 10.70%
2010 10.88% -10.09% 11.12% 13.37%
2009 -6.75% 23.63% 23.41% 3.25%
2008 -1.50% -8.53% -25.44% --

Rank in Category (By Total Return)

YTD 47
1-Month 81
3-Month 53
1-Year 31
3-Year 79
5-Year 13

Load Adjusted Returns

1-Year 6.00%
3-Year 4.64%
5-Year 14.90%
10-Year 6.73%

Performance & Risk

YTD Return -2.24%
5y Average Return 15.81%
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Thompson IM
Net Assets 45.5M
YTD Return -5.81%
Yield 0.60%
Morningstar Rating
Inception Date Mar 31, 2008

Fund Summary

The fund normally invests at least 80% of its net assets plus any borrowing for investment purposes in a diversified portfolio of equity securities of medium-sized companies that at the time of purchase fall within the 12-month average of the capitalization ranges of stocks in the Russell Midcap Index. Its equity investments included within this 80% may include common stocks, American Depositary Receipts (ADRs), and real estate investment trusts (REITs).

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