TORIX Mutual Fund

TORIX Mutual Fund

NAV$22.98
See how much of TORIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.86%
3 Months
+8.62%
6 Months
+9.62%
YTD
+30.62%
1 Year
+31.67%
3 Years (annualized)
+26.63%
5 Years (annualized)
+23.58%
10 Years (annualized)
+11.04%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+30.62%
Peer Avg (YTD)
+25.30%
vs Peers
+5.32%

TORIX Mutual Fund Performance

TORIX performance across multiple time periods: 1-month 2.86%, YTD 30.62%, 1-year 31.67%, 3-year 26.63%, 5-year 23.58%, 10-year 11.04%.

TORIX returns outperform the peer average of 25.30% YTD. With an expense ratio of 0.92%, investors should weigh costs against performance when evaluating this mutual fund.

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