TOLSX Mutual Fund

TOLSX Mutual Fund

NAV$14.98
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Returns Overview

1 Month
-2.22%
3 Months
-2.20%
6 Months
-6.85%
YTD
+5.70%
1 Year
+8.16%
3 Years (annualized)
+12.37%
5 Years (annualized)
+5.68%
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)
+5.70%
Peer Avg (YTD)
+10.17%
vs Peers
-4.47%

TOLSX Mutual Fund Performance

TOLSX performance across multiple time periods: 1-month -2.22%, YTD 5.70%, 1-year 8.16%, 3-year 12.37%, 5-year 5.68%, 10-year 6.29%.

TOLSX returns trail the peer average of 10.17% 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.