TORCX Mutual Fund

TORCX Mutual Fund

NAV$22.50
See how much of TORCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-8.70%
3 Months
-3.01%
6 Months
-3.00%
YTD
+16.56%
1 Year
+17.02%
3 Years (annualized)
+25.48%
5 Years (annualized)
+22.40%
10 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TORCX 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)
+16.56%
Peer Avg (YTD)
+19.29%
vs Peers
-2.73%

TORCX Mutual Fund Performance

TORCX performance across multiple time periods: 1-month -8.70%, YTD 16.56%, 1-year 17.02%, 3-year 25.48%, 5-year 22.40%, 10-year 9.95%.

TORCX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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