TOTFX Mutual Fund

TOTFX Mutual Fund

NAV$11.49
See how much of TOTFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+7.77%
3 Months
+0.73%
6 Months
+5.62%
YTD
+8.94%
1 Year
+13.36%
3 Years (annualized)
+13.09%
5 Years (annualized)
+6.50%
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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+8.94%
Peer Avg (YTD)
+8.01%
vs Peers
+0.93%

TOTFX Mutual Fund Performance

TOTFX performance across multiple time periods: 1-month 7.77%, YTD 8.94%, 1-year 13.36%, 3-year 13.09%, 5-year 6.50%, 10-year 8.47%.

TOTFX returns outperform the peer average of 8.01% 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.