TOTTX Mutual Fund

TOTTX Mutual Fund

NAV$11.42
See how much of TOTTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+7.72%
3 Months
+0.73%
6 Months
+5.66%
YTD
+9.11%
1 Year
+13.49%
3 Years (annualized)
+13.27%
5 Years (annualized)
+5.65%
10 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOTTX 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)
+9.11%
Peer Avg (YTD)
+8.01%
vs Peers
+1.10%

TOTTX Mutual Fund Performance

TOTTX performance across multiple time periods: 1-month 7.72%, YTD 9.11%, 1-year 13.49%, 3-year 13.27%, 5-year 5.65%, 10-year 7.37%.

TOTTX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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