TOLSX Mutual Fund

NAV$15.98

Returns Overview

1 Month
-0.05%
3 Months
-0.88%
6 Months
+8.81%
YTD
+8.03%
1 Year
+9.42%
3 Years (annualized)
+11.63%
5 Years (annualized)
+6.64%
10 Years (annualized)
+6.35%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Dow Jones Brookfield Global Infrastructure Index(DJBGIT)
This Mutual Fund (YTD)
+8.03%
Peer Avg (YTD)
+9.13%
vs Peers
-1.10%

TOLSX Mutual Fund Performance

TOLSX performance across multiple time periods: 1-month -0.05%, YTD 8.03%, 1-year 9.42%, 3-year 11.63%, 5-year 6.64%, 10-year 6.35%.

TOLSX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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