TORCX Mutual Fund

TORCX Mutual Fund

NAV$23.38
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Returns Overview

1 Month
+3.14%
3 Months
+0.82%
6 Months
+16.53%
YTD
+25.30%
1 Year
+25.99%
3 Years (annualized)
+24.21%
5 Years (annualized)
+21.36%
10 Years (annualized)
+10.09%

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)
+25.30%
Peer Avg (YTD)
+19.98%
vs Peers
+5.32%

TORCX Mutual Fund Performance

TORCX performance across multiple time periods: 1-month 3.14%, YTD 25.30%, 1-year 25.99%, 3-year 24.21%, 5-year 21.36%, 10-year 10.09%.

TORCX returns outperform the peer average of 19.98% 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.