TORTX Mutual Fund

NAV$23.10

Returns Overview

1 Month
+1.40%
3 Months
+4.90%
6 Months
+16.02%
YTD
+21.13%
1 Year
+21.83%
3 Years (annualized)
+25.16%
5 Years (annualized)
+20.02%
10 Years (annualized)
+10.07%

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+21.13%
Peer Avg (YTD)
+14.02%
vs Peers
+7.11%

TORTX Mutual Fund Performance

TORTX performance across multiple time periods: 1-month 1.40%, YTD 21.13%, 1-year 21.83%, 3-year 25.16%, 5-year 20.02%, 10-year 10.07%.

TORTX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.17%, investors should weigh costs against performance when evaluating this mutual fund.

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