TOLIX Mutual Fund

TOLIX Mutual Fund

NAV$15.93
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Returns Overview

1 Month
+0.06%
3 Months
-3.29%
6 Months
+4.79%
YTD
+8.18%
1 Year
+11.67%
3 Years (annualized)
+11.35%
5 Years (annualized)
+6.49%
10 Years (annualized)
+6.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOLIX 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
Dow Jones Brookfield Global Infrastructure Index(DJBGIT)
This Mutual Fund (YTD)
+8.18%
Peer Avg (YTD)
+9.42%
vs Peers
-1.24%

TOLIX Mutual Fund Performance

TOLIX performance across multiple time periods: 1-month 0.06%, YTD 8.18%, 1-year 11.67%, 3-year 11.35%, 5-year 6.49%, 10-year 6.38%.

TOLIX returns trail the peer average of 9.42% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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