TORFX Mutual Fund

NAV$12.21

Returns Overview

1 Month
+0.08%
3 Months
+5.12%
6 Months
+4.76%
YTD
+4.58%
1 Year
+11.70%
3 Years (annualized)
+10.87%
5 Years (annualized)
+5.17%
10 Years (annualized)
+6.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TORFX 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 Target Date 2010 Index(^SPTGT10:SP)
This Mutual Fund (YTD)
+4.58%
Peer Avg (YTD)
+7.64%
vs Peers
-3.06%

TORFX Mutual Fund Performance

TORFX performance across multiple time periods: 1-month 0.08%, YTD 4.58%, 1-year 11.70%, 3-year 10.87%, 5-year 5.17%, 10-year 6.56%.

TORFX returns trail the peer average of 7.64% YTD. With an expense ratio of 0.30%, investors should weigh costs against performance when evaluating this mutual fund.

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