TOCQX Mutual Fund

NAV$63.18

Returns Overview

1 Month
+0.66%
3 Months
+19.50%
6 Months
+22.06%
YTD
+20.09%
1 Year
+40.69%
3 Years (annualized)
+21.78%
5 Years (annualized)
+13.95%
10 Years (annualized)
+14.24%

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
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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+20.09%
Peer Avg (YTD)
+9.51%
vs Peers
+10.58%

TOCQX Mutual Fund Performance

TOCQX performance across multiple time periods: 1-month 0.66%, YTD 20.09%, 1-year 40.69%, 3-year 21.78%, 5-year 13.95%, 10-year 14.24%.

TOCQX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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