Tocqueville Mutual Funds List
Here you can find all mutual funds issued by Tocqueville and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 1.25%
- Avg. 1 Year Return
- 46.00%
- Avg. 5 Year Return
- 14.93%
- Median Risk/Return Score
- 84 / 100
Tocqueville Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tocqueville Fund | Large Cap Blend Equities | Jan 13, 1987 | 1.25% | 19.94% | 14.73% | 5.65% | 84 |
Explore top Tocqueville Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Tocqueville Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Tocqueville Fund | 84 | — | Jan 1987 |
Best-Performing Tocqueville Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Tocqueville Fund | 14.93% | — | Jan 1987 |
Lowest-Cost Tocqueville Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Tocqueville Fund | 1.25% | — | Jan 1987 |
Highest-Yield Tocqueville Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Tocqueville Fund | 5.65% | — | Jan 1987 |
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Top Mutual funds Comparisons
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