TORIX Mutual Fund

NAV$23.54

Returns Overview

1 Month
+2.31%
3 Months
+0.26%
6 Months
+22.03%
YTD
+20.78%
1 Year
+22.14%
3 Years (annualized)
+25.48%
5 Years (annualized)
+20.30%
10 Years (annualized)
+10.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TORIX 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)
+20.78%
Peer Avg (YTD)
+14.02%
vs Peers
+6.75%

TORIX Mutual Fund Performance

TORIX performance across multiple time periods: 1-month 2.31%, YTD 20.78%, 1-year 22.14%, 3-year 25.48%, 5-year 20.30%, 10-year 10.34%.

TORIX returns outperform the peer average of 14.02% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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