TOLLX Mutual Fund

TOLLX Mutual Fund

NAV$15.72
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Returns Overview

1 Month
+10.24%
3 Months
+0.06%
6 Months
-3.31%
YTD
+8.04%
1 Year
+11.10%
3 Years (annualized)
+15.20%
5 Years (annualized)
+5.62%
10 Years (annualized)
+6.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOLLX 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
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📉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)
+8.04%
Peer Avg (YTD)
+8.05%
vs Peers
-0.01%

TOLLX Mutual Fund Performance

TOLLX performance across multiple time periods: 1-month 10.24%, YTD 8.04%, 1-year 11.10%, 3-year 15.20%, 5-year 5.62%, 10-year 6.63%.

TOLLX returns trail the peer average of 8.05% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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