TOLLX Mutual Fund

TOLLX Mutual Fund

NAV$15.47
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Returns Overview

1 Month
-7.13%
3 Months
-9.24%
6 Months
-10.07%
YTD
-2.00%
1 Year
-1.90%
3 Years (annualized)
+12.18%
5 Years (annualized)
+5.50%
10 Years (annualized)
+6.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOLLX 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)
-2.00%
Peer Avg (YTD)
+9.29%
vs Peers
-11.29%

TOLLX Mutual Fund Performance

TOLLX performance across multiple time periods: 1-month -7.13%, YTD -2.00%, 1-year -1.90%, 3-year 12.18%, 5-year 5.50%, 10-year 6.10%.

TOLLX returns trail the peer average of 9.29% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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