TOLZX Mutual Fund

TOLZX Mutual Fund

NAV$15.40
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Returns Overview

1 Month
-7.10%
3 Months
-9.10%
6 Months
-9.87%
YTD
-1.75%
1 Year
-1.56%
3 Years (annualized)
+12.51%
5 Years (annualized)
+5.81%
10 Years (annualized)
+6.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOLZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones Brookfield Global Infrastructure Index(DJBGIT)
This Mutual Fund (YTD)
-1.75%
Peer Avg (YTD)
+9.29%
vs Peers
-11.04%

TOLZX Mutual Fund Performance

TOLZX performance across multiple time periods: 1-month -7.10%, YTD -1.75%, 1-year -1.56%, 3-year 12.51%, 5-year 5.81%, 10-year 6.37%.

TOLZX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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