TORTX Mutual Fund

TORTX Mutual Fund

NAV$23.90
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Returns Overview

1 Month
+3.18%
3 Months
+0.97%
6 Months
+16.91%
YTD
+25.77%
1 Year
+26.95%
3 Years (annualized)
+25.12%
5 Years (annualized)
+22.26%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TORTX 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)
+25.77%
Peer Avg (YTD)
+19.98%
vs Peers
+5.79%

TORTX Mutual Fund Performance

TORTX performance across multiple time periods: 1-month 3.18%, YTD 25.77%, 1-year 26.95%, 3-year 25.12%, 5-year 22.26%, 10-year 10.89%.

TORTX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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