TOLIX Mutual Fund

TOLIX Mutual Fund

NAV$15.92
See how much of TOLIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+10.23%
3 Months
+0.10%
6 Months
-3.19%
YTD
+8.30%
1 Year
+11.38%
3 Years (annualized)
+15.48%
5 Years (annualized)
+5.55%
10 Years (annualized)
+6.73%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+8.30%
Peer Avg (YTD)
+8.05%
vs Peers
+0.24%

TOLIX Mutual Fund Performance

TOLIX performance across multiple time periods: 1-month 10.23%, YTD 8.30%, 1-year 11.38%, 3-year 15.48%, 5-year 5.55%, 10-year 6.73%.

TOLIX returns outperform the peer average of 8.05% 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.