TOLZ ETF

$58.96

Returns Overview

1 Month
-0.13%
3 Months
-0.25%
6 Months
+11.10%
YTD
+10.38%
1 Year
+13.33%
3 Years (annualized)
+13.44%
5 Years (annualized)
+8.56%
10 Years (annualized)
+7.22%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would TOLZ 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Dow Jones Brookfield Global Infrastructure Composite Index(^DJBGICU)
This ETF (YTD)
+10.38%
Peer Avg (YTD)
+9.49%
vs Peers
+0.89%

TOLZ ETF Performance

TOLZ performance across multiple time periods: 1-month -0.13%, YTD 10.38%, 1-year 13.33%, 3-year 13.44%, 5-year 8.56%, 10-year 7.22%.

TOLZ returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this ETF.

TOLZ performance comparison shows side-by-side returns with another fund. TOLZ alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-0.13%N/A
3 Months-0.25%N/A
6 Months+11.10%N/A
1 Year+13.33%N/A
3 Years+13.44%N/A
5 Years+8.56%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized