TOLSX Mutual Fund

TOLSX Mutual Fund

NAV$15.93
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Returns Overview

1 Month
+0.06%
3 Months
-3.35%
6 Months
+4.77%
YTD
+8.10%
1 Year
+11.62%
3 Years (annualized)
+11.25%
5 Years (annualized)
+6.39%
10 Years (annualized)
+6.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOLSX 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)
+8.10%
Peer Avg (YTD)
+9.42%
vs Peers
-1.33%

TOLSX Mutual Fund Performance

TOLSX performance across multiple time periods: 1-month 0.06%, YTD 8.10%, 1-year 11.62%, 3-year 11.25%, 5-year 6.39%, 10-year 6.29%.

TOLSX returns trail the peer average of 9.42% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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