TOTRX Mutual Fund

TOTRX Mutual Fund

NAV$11.45
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Returns Overview

1 Month
+7.80%
3 Months
+0.64%
6 Months
+5.44%
YTD
+8.76%
1 Year
+13.01%
3 Years (annualized)
+11.30%
5 Years (annualized)
+5.41%
10 Years (annualized)
+8.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOTRX 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
Tortoise North American Pipeline Index(^TNAP)
This Mutual Fund (YTD)
+8.76%
Peer Avg (YTD)
+8.01%
vs Peers
+0.75%

TOTRX Mutual Fund Performance

TOTRX performance across multiple time periods: 1-month 7.80%, YTD 8.76%, 1-year 13.01%, 3-year 11.30%, 5-year 5.41%, 10-year 8.13%.

TOTRX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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