TORYX Mutual Fund

NAV$52.83

Returns Overview

1 Month
-2.33%
3 Months
+5.75%
6 Months
+9.35%
YTD
+8.77%
1 Year
+16.54%
3 Years (annualized)
+17.70%
5 Years (annualized)
+11.81%
10 Years (annualized)
+9.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TORYX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+8.77%
Peer Avg (YTD)
+9.49%
vs Peers
-0.72%

TORYX Mutual Fund Performance

TORYX performance across multiple time periods: 1-month -2.33%, YTD 8.77%, 1-year 16.54%, 3-year 17.70%, 5-year 11.81%, 10-year 9.90%.

TORYX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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