TORCX Mutual Fund

NAV$22.42

Returns Overview

1 Month
+2.23%
3 Months
+0.01%
6 Months
+21.48%
YTD
+20.17%
1 Year
+20.92%
3 Years (annualized)
+24.23%
5 Years (annualized)
+19.15%
10 Years (annualized)
+9.40%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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 500 Index(SPX)
This Mutual Fund (YTD)
+20.17%
Peer Avg (YTD)
+14.02%
vs Peers
+6.15%

TORCX Mutual Fund Performance

TORCX performance across multiple time periods: 1-month 2.23%, YTD 20.17%, 1-year 20.92%, 3-year 24.23%, 5-year 19.15%, 10-year 9.40%.

TORCX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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