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THPMX: THOMPSON MIDCAP FUND THOMPSON MIDCAP FUND (MUTUAL FUND)
Basic Info 16.42 0.27(1.62%) June 05
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (56%) |
| Start Date: | 04/02/2008 |
| Last Dividend Date: | 12/23/2025 |
| 12-Mo. Yield | 10.41% |
| Expenses | 1.15% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 11.5 | 33.7 | 22.5 | 5.7 | 10.3 | 9.8 | 9.3 | 20.1 | 7.6 | 31.7 | -23.4 | 18.1 | 12.0 | 33.5 | -21.9 | 17.1 | 19.4 | -9.6 | 11.0 | 36.3 | 17.6 | -4.7 | 26.2 | 46.0 | -36.5 |
| Sharpe Ratio | NA | 1.6 | 2.0 | 0.97 | 0.14 | 0.36 | NA | 0.34 | 0.82 | 0.24 | 1.2 | -0.86 | 0.88 | 0.25 | 1.93 | -1.33 | 1.53 | 1.0 | -0.58 | 0.8 | 2.61 | 0.99 | -0.16 | 1.23 | 1.3 | -0.94 |
| Draw Down(%) | NA | 9.9 | 9.9 | 21.6 | 37.5 | 47.5 | NA | 56.0 | 21.3 | 7.8 | 20.7 | 26.7 | 12.6 | 47.5 | 10.3 | 29.7 | 6.8 | 15.8 | 16.7 | 9.7 | 6.5 | 16.0 | 26.5 | 17.3 | 31.2 | 55.9 |
| Standard Deviation(%) | NA | 16.4 | 15.5 | 19.8 | 22.3 | 23.7 | NA | 24.8 | 21.1 | 16.5 | 23.5 | 29.1 | 20.5 | 46.0 | 16.6 | 17.5 | 10.8 | 19.1 | 16.7 | 13.8 | 13.9 | 17.8 | 29.4 | 21.3 | 35.4 | 49.2 |
| Treynor Ratio | NA | 0.25 | 0.28 | 0.16 | 0.03 | 0.08 | NA | 0.08 | 0.15 | 0.03 | 0.22 | -0.24 | 0.17 | 0.1 | 0.27 | -0.23 | 0.13 | 0.16 | -0.09 | 0.11 | 0.34 | 0.15 | -0.04 | 0.27 | 0.43 | -0.47 |
| Alpha | NA | 0.02 | 0.05 | 0.02 | -0.01 | -0.01 | NA | 0.0 | 0.03 | -0.03 | 0.05 | -0.02 | -0.02 | -0.02 | -0.01 | -0.06 | -0.02 | 0.02 | -0.03 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 |
| Beta | NA | 1.06 | 1.1 | 1.17 | 1.1 | 1.13 | NA | 1.07 | 1.12 | 1.2 | 1.26 | 1.02 | 1.04 | 1.18 | 1.16 | 1.02 | 1.24 | 1.19 | 1.06 | 1.05 | 1.07 | 1.16 | 1.07 | 0.97 | 1.07 | 0.98 |
| RSquared | NA | 0.82 | 0.79 | 0.75 | 0.76 | 0.82 | NA | 0.88 | 0.88 | 0.84 | 0.64 | 0.83 | 0.59 | 0.89 | 0.8 | 0.89 | 0.82 | 0.9 | 0.93 | 0.9 | 0.92 | 0.94 | 0.98 | 0.97 | 0.97 | 0.95 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 10.4 | 8.0 | 20.3 | 0.6 | 0.3 | 0.4 | 3.8 | 5.3 | 8.1 | 5.6 | 7.8 | 10.5 | 13.7 | 9.6 | 10.6 | 7.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 29.5 | -57.2 | 2395.0 | 173.0 | -17.8 | -87.6 | -47.9 | -29.4 | 68.9 | -41.7 | -24.5 | -9.6 | 54.6 | -23.8 | 78.5 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/2008
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See MID-CAP BLEND Asset Class Trend Rankings |
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