TORCX Mutual Fund

TORCX Mutual Fund

NAV$21.71
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Returns Overview

1 Month
+10.80%
3 Months
+4.19%
6 Months
+5.05%
YTD
+29.15%
1 Year
+37.30%
3 Years (annualized)
+26.66%
5 Years (annualized)
+19.99%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TORCX 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 500 Index(SPX)
This Mutual Fund (YTD)
+29.15%
Peer Avg (YTD)
+25.52%
vs Peers
+3.63%

TORCX Mutual Fund Performance

TORCX performance across multiple time periods: 1-month 10.80%, YTD 29.15%, 1-year 37.30%, 3-year 26.66%, 5-year 19.99%, 10-year 9.98%.

TORCX returns outperform the peer average of 25.52% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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