TOTFX Mutual Fund

TOTFX Mutual Fund

NAV$11.34
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Returns Overview

1 Month
+5.46%
3 Months
+4.86%
6 Months
+4.76%
YTD
+8.15%
1 Year
+14.44%
3 Years (annualized)
+9.46%
5 Years (annualized)
+7.05%
10 Years (annualized)
+8.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOTFX 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
Tortoise North American Pipeline Index(^TNAP)
This Mutual Fund (YTD)
+8.15%
Peer Avg (YTD)
+9.54%
vs Peers
-1.39%

TOTFX Mutual Fund Performance

TOTFX performance across multiple time periods: 1-month 5.46%, YTD 8.15%, 1-year 14.44%, 3-year 9.46%, 5-year 7.05%, 10-year 8.47%.

TOTFX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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