TORIX Mutual Fund

TORIX Mutual Fund

NAV$23.61
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Returns Overview

1 Month
-8.63%
3 Months
-3.00%
6 Months
-2.74%
YTD
+17.16%
1 Year
+17.93%
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
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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)
+17.16%
Peer Avg (YTD)
+19.29%
vs Peers
-2.13%

TORIX Mutual Fund Performance

TORIX performance across multiple time periods: 1-month -8.63%, YTD 17.16%, 1-year 17.93%, 3-year 26.63%, 5-year 23.58%, 10-year 11.04%.

TORIX returns trail the peer average of 19.29% 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.