TOTTX Mutual Fund

TOTTX Mutual Fund

NAV$10.36
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Returns Overview

1 Month
+3.02%
3 Months
+7.54%
6 Months
+5.62%
YTD
+11.58%
1 Year
+12.51%
3 Years (annualized)
+11.28%
5 Years (annualized)
+6.20%
10 Years (annualized)
+7.52%

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
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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)
+11.58%
Peer Avg (YTD)
+9.89%
vs Peers
+1.69%

TOTTX Mutual Fund Performance

TOTTX performance across multiple time periods: 1-month 3.02%, YTD 11.58%, 1-year 12.51%, 3-year 11.28%, 5-year 6.20%, 10-year 7.52%.

TOTTX returns outperform the peer average of 9.89% 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.