TOECX Mutual Fund

NAV$39.73

Returns Overview

1 Month
+4.09%
3 Months
+19.33%
6 Months
+16.39%
YTD
+15.18%
1 Year
+28.00%
3 Years (annualized)
+20.71%
5 Years (annualized)
+10.03%
10 Years (annualized)
+14.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOECX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+15.18%
Peer Avg (YTD)
+10.82%
vs Peers
+4.36%

TOECX Mutual Fund Performance

TOECX performance across multiple time periods: 1-month 4.09%, YTD 15.18%, 1-year 28.00%, 3-year 20.71%, 5-year 10.03%, 10-year 14.48%.

TOECX returns outperform the peer average of 10.82% YTD. With an expense ratio of 2.00%, investors should weigh costs against performance when evaluating this mutual fund.

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