TOORX Mutual Fund

NAV$22.93
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Returns Overview

1 Month
+0.27%
3 Months
+11.82%
6 Months
+10.82%
YTD
+10.00%
1 Year
+21.14%
3 Years (annualized)
+16.36%
5 Years (annualized)
+8.30%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TOORX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+10.00%
Peer Avg (YTD)
+7.64%
vs Peers
+2.36%

TOORX Mutual Fund Performance

TOORX performance across multiple time periods: 1-month 0.27%, YTD 10.00%, 1-year 21.14%, 3-year 16.36%, 5-year 8.30%, 10-year 11.40%.

TOORX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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