TOHAX Mutual Fund

TOHAX Mutual Fund

NAV$10.17
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Returns Overview

1 Month
-4.16%
3 Months
-5.96%
6 Months
-3.72%
YTD
-4.16%
1 Year
-3.06%
3 Years (annualized)
+2.94%
5 Years (annualized)
+0.17%
10 Years (annualized)
+1.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOHAX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-4.16%
Peer Avg (YTD)
-3.82%
vs Peers
-0.33%

TOHAX Mutual Fund Performance

TOHAX performance across multiple time periods: 1-month -4.16%, YTD -4.16%, 1-year -3.06%, 3-year 2.94%, 5-year 0.17%, 10-year 1.57%.

TOHAX returns trail the peer average of -3.82% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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