TOORX Mutual Fund

TOORX Mutual Fund

NAV$22.49
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Returns Overview

1 Month
+2.24%
3 Months
+2.33%
6 Months
+6.64%
YTD
+12.27%
1 Year
+19.55%
3 Years (annualized)
+16.82%
5 Years (annualized)
+8.10%
10 Years (annualized)
+11.13%

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
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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
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+12.27%
Peer Avg (YTD)
+8.76%
vs Peers
+3.51%

TOORX Mutual Fund Performance

TOORX performance across multiple time periods: 1-month 2.24%, YTD 12.27%, 1-year 19.55%, 3-year 16.82%, 5-year 8.10%, 10-year 11.13%.

TOORX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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