TOLZ ETF

$60.64

Returns Overview

1 Month
+9.37%
3 Months
+13.73%
6 Months
+16.78%
YTD
+13.99%
1 Year
+26.97%
3 Years
+15.42%
5 Years
+12.49%
10 Years
+9.15%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would TOLZ 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
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📉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

+9.37%

3 Months Performance

+13.73%

6 Months Performance

+16.78%

1 Year Performance

+26.97%

Benchmark & Peers

Benchmark
Dow Jones Brookfield Global Infrastructure Composite Index(^DJBGICU)
This ETF (YTD)
+13.99%
Peer Avg (YTD)
+5.12%
vs Peers
+8.87%

TOLZ ETF Performance

TOLZ performance across multiple time periods: 1-month 9.37%, YTD 13.99%, 1-year 26.97%, 3-year 15.42%, 5-year 12.49%, 10-year 9.15%.

TOLZ returns outperform the peer average of 5.12% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this ETF.

TOLZ performance comparison shows side-by-side returns with another fund. TOLZ alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+9.37%N/A
3 Months+13.73%N/A
6 Months+16.78%N/A
1 Year+26.97%N/A
3 Years+15.42%N/A
5 Years+12.49%N/A

All returns shown are total returns, not annualized