TOTFX Mutual Fund

TOTFX Mutual Fund

NAV$10.64
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Returns Overview

1 Month
-9.26%
3 Months
-1.44%
6 Months
+2.08%
YTD
+1.08%
1 Year
+2.93%
3 Years (annualized)
+11.10%
5 Years (annualized)
+7.05%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOTFX 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
Tortoise North American Pipeline Index(^TNAP)
This Mutual Fund (YTD)
+1.08%
Peer Avg (YTD)
+6.72%
vs Peers
-5.64%

TOTFX Mutual Fund Performance

TOTFX performance across multiple time periods: 1-month -9.26%, YTD 1.08%, 1-year 2.93%, 3-year 11.10%, 5-year 7.05%, 10-year 8.47%.

TOTFX returns trail the peer average of 6.72% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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