TOTTX Mutual Fund

TOTTX Mutual Fund

NAV$11.04
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Returns Overview

1 Month
+5.50%
3 Months
+4.89%
6 Months
+4.89%
YTD
+8.32%
1 Year
+14.68%
3 Years (annualized)
+9.62%
5 Years (annualized)
+7.22%
10 Years (annualized)
+8.66%

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
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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)
+8.32%
Peer Avg (YTD)
+9.54%
vs Peers
-1.22%

TOTTX Mutual Fund Performance

TOTTX performance across multiple time periods: 1-month 5.50%, YTD 8.32%, 1-year 14.68%, 3-year 9.62%, 5-year 7.22%, 10-year 8.66%.

TOTTX returns trail the peer average of 9.54% 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.