TOLCX Mutual Fund

TOLCX Mutual Fund

NAV$15.16
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Returns Overview

1 Month
-7.18%
3 Months
-9.32%
6 Months
-10.31%
YTD
-2.48%
1 Year
-2.55%
3 Years (annualized)
+11.36%
5 Years (annualized)
+4.73%
10 Years (annualized)
+5.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOLCX 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
Dow Jones Brookfield Global Infrastructure Index(DJBGIT)
This Mutual Fund (YTD)
-2.48%
Peer Avg (YTD)
+9.29%
vs Peers
-11.77%

TOLCX Mutual Fund Performance

TOLCX performance across multiple time periods: 1-month -7.18%, YTD -2.48%, 1-year -2.55%, 3-year 11.36%, 5-year 4.73%, 10-year 5.31%.

TOLCX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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