TOLZX Mutual Fund

TOLZX Mutual Fund

NAV$15.94
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Returns Overview

1 Month
-0.02%
3 Months
-0.85%
6 Months
+8.86%
YTD
+8.08%
1 Year
+9.58%
3 Years (annualized)
+11.77%
5 Years (annualized)
+6.78%
10 Years (annualized)
+6.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOLZX 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)
+8.08%
Peer Avg (YTD)
+9.13%
vs Peers
-1.05%

TOLZX Mutual Fund Performance

TOLZX performance across multiple time periods: 1-month -0.02%, YTD 8.08%, 1-year 9.58%, 3-year 11.77%, 5-year 6.78%, 10-year 6.43%.

TOLZX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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