TOLCX Mutual Fund

NAV$15.81

Returns Overview

1 Month
-0.12%
3 Months
-1.09%
6 Months
+8.33%
YTD
+7.55%
1 Year
+8.44%
3 Years (annualized)
+10.61%
5 Years (annualized)
+5.68%
10 Years (annualized)
+5.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOLCX 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 Index(DJBGIT)
This Mutual Fund (YTD)
+7.55%
Peer Avg (YTD)
+9.13%
vs Peers
-1.58%

TOLCX Mutual Fund Performance

TOLCX performance across multiple time periods: 1-month -0.12%, YTD 7.55%, 1-year 8.44%, 3-year 10.61%, 5-year 5.68%, 10-year 5.37%.

TOLCX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.94%, investors should weigh costs against performance when evaluating this mutual fund.

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