TOSXX Mutual Fund

TOSXX Mutual Fund

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Returns Overview

1 Month
+0.27%
3 Months
+0.83%
6 Months
+1.38%
YTD
+1.67%
1 Year
+2.20%
3 Years (annualized)
+3.58%
5 Years (annualized)
+2.95%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOSXX 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
PROUpgrade to run
🏦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
S&P US Treasury Bill 0-3(^SPBDUB3T:SP)
This Mutual Fund (YTD)
+1.67%
Peer Avg (YTD)
+2.36%
vs Peers
-0.69%

TOSXX Mutual Fund Performance

TOSXX performance across multiple time periods: 1-month 0.27%, YTD 1.67%, 1-year 2.20%, 3-year 3.58%, 5-year 2.95%, 10-year 1.86%.

TOSXX returns trail the peer average of 2.36% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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