TOTRX Mutual Fund

NAV$11.22

Returns Overview

1 Month
-1.14%
3 Months
+3.48%
6 Months
+3.27%
YTD
+2.46%
1 Year
+8.37%
3 Years (annualized)
+7.22%
5 Years (annualized)
+4.70%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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
Tortoise North American Pipeline Index(^TNAP)
This Mutual Fund (YTD)
+2.46%
Peer Avg (YTD)
+10.82%
vs Peers
-8.36%

TOTRX Mutual Fund Performance

TOTRX performance across multiple time periods: 1-month -1.14%, YTD 2.46%, 1-year 8.37%, 3-year 7.22%, 5-year 4.70%.

TOTRX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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