TORTX Mutual Fund

TORTX Mutual Fund

NAV$23.19
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Returns Overview

1 Month
-8.66%
3 Months
-3.01%
6 Months
-2.79%
YTD
+16.98%
1 Year
+17.66%
3 Years (annualized)
+26.37%
5 Years (annualized)
+23.29%
10 Years (annualized)
+10.74%

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)
+16.98%
Peer Avg (YTD)
+19.29%
vs Peers
-2.31%

TORTX Mutual Fund Performance

TORTX performance across multiple time periods: 1-month -8.66%, YTD 16.98%, 1-year 17.66%, 3-year 26.37%, 5-year 23.29%, 10-year 10.74%.

TORTX returns trail the peer average of 19.29% 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.