TOLLX Mutual Fund

NAV$16.38

Returns Overview

1 Month
-1.09%
3 Months
-2.33%
6 Months
+2.76%
YTD
+5.47%
1 Year
+9.26%
3 Years (annualized)
+11.46%
5 Years (annualized)
+6.49%
10 Years (annualized)
+6.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOLLX 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
Dow Jones Brookfield Global Infrastructure Index(DJBGIT)
This Mutual Fund (YTD)
+5.47%
Peer Avg (YTD)
+9.13%
vs Peers
-3.66%

TOLLX Mutual Fund Performance

TOLLX performance across multiple time periods: 1-month -1.09%, YTD 5.47%, 1-year 9.26%, 3-year 11.46%, 5-year 6.49%, 10-year 6.17%.

TOLLX returns trail the peer average of 9.13% YTD. With an expense ratio of 1.19%, investors should weigh costs against performance when evaluating this mutual fund.

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