TODCX Mutual Fund

TODCX Mutual Fund

NAV$8.37
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Returns Overview

1 Month
-1.78%
3 Months
-1.33%
6 Months
-1.84%
YTD
-1.34%
1 Year
+1.73%
3 Years (annualized)
+3.48%
5 Years (annualized)
-1.02%
10 Years (annualized)
+0.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TODCX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.34%
Peer Avg (YTD)
+0.12%
vs Peers
-1.46%

TODCX Mutual Fund Performance

TODCX performance across multiple time periods: 1-month -1.78%, YTD -1.34%, 1-year 1.73%, 3-year 3.48%, 5-year -1.02%, 10-year 0.99%.

TODCX returns trail the peer average of 0.12% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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