TOLZ ETF

TOLZ ETF
$59.21
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Returns Overview

1 Month
+1.19%
3 Months
-1.89%
6 Months
+7.18%
YTD
+11.70%
1 Year
+16.37%
3 Years (annualized)
+13.41%
5 Years (annualized)
+8.70%
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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Dow Jones Brookfield Global Infrastructure Composite Index(^DJBGICU)
This ETF (YTD)
+11.70%
Peer Avg (YTD)
+11.41%
vs Peers
+0.29%

TOLZ ETF Performance

TOLZ performance across multiple time periods: 1-month 1.19%, YTD 11.70%, 1-year 16.37%, 3-year 13.41%, 5-year 8.70%, 10-year 7.22%.

TOLZ returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this ETF.

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

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.19%N/A
3 Months-1.89%N/A
6 Months+7.18%N/A
1 Year+16.37%N/A
3 Years+13.41%N/A
5 Years+8.70%N/A

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