TOECX Mutual Fund

TOECX Mutual Fund

NAV$40.67
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Returns Overview

1 Month
-2.21%
3 Months
-4.17%
6 Months
+14.36%
YTD
+10.37%
1 Year
+7.94%
3 Years (annualized)
+15.28%
5 Years (annualized)
+5.23%
10 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOECX 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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 3000 Index
This Mutual Fund (YTD)
+10.37%
Peer Avg (YTD)
+6.73%
vs Peers
+3.65%

TOECX Mutual Fund Performance

TOECX performance across multiple time periods: 1-month -2.21%, YTD 10.37%, 1-year 7.94%, 3-year 15.28%, 5-year 5.23%, 10-year 11.94%.

TOECX returns outperform the peer average of 6.73% YTD. With an expense ratio of 2.01%, investors should weigh costs against performance when evaluating this mutual fund.

TOECX vs another fund shows side-by-side returns. TOECX alternatives are available in the Mutual Fund Screener.