TOCQX Mutual Fund

TOCQX Mutual Fund

NAV$64.37
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Returns Overview

1 Month
+5.26%
3 Months
-2.96%
6 Months
+8.58%
YTD
+17.67%
1 Year
+29.75%
3 Years (annualized)
+22.09%
5 Years (annualized)
+13.57%
10 Years (annualized)
+14.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOCQX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+17.67%
Peer Avg (YTD)
+11.21%
vs Peers
+6.46%

TOCQX Mutual Fund Performance

TOCQX performance across multiple time periods: 1-month 5.26%, YTD 17.67%, 1-year 29.75%, 3-year 22.09%, 5-year 13.57%, 10-year 14.04%.

TOCQX returns outperform the peer average of 11.21% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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