| TORTX | |
|---|---|
| Total return | +147.01% |
| Annualised (CAGR) | +9.47% |
| Volatility (annualised) | +24.39% |
| Sharpe (rf = 0) | 0.39 |
| Deepest drawdown | -63.28% |
| Drawdown peak → trough | 2018-08-22 → 2020-03-18 |
| Dividend yield (12m distributions) | 3.94% (as of 2026-10-02) |
Over the 10.0 years to 2026-10-02 the fund returned +147.01% in total (+9.47% a year), with a deepest drawdown of -63.28% from 2018-08-22 to 2020-03-18. Its worst calendar year was 2020 (-29.73%), its best 2024 (+42.48%).
| Year | TORTX |
|---|---|
| 2026 | +21.57% |
| 2025 | +3.67% |
| 2024 | +42.48% |
| 2023 | +13.91% |
| 2022 | +21.90% |
| 2021 | +40.40% |
| 2020 | -29.73% |
| 2019 | +18.04% |
| 2018 | -15.56% |
| 2017 | -1.24% |
| 2016 | +1.99% |
+147.01% in total, which works out to +9.47% a year over the 10 years to 2026-10-02. Both figures assume dividends were reinvested and the fund's own fees were already deducted, so they are what an investor would have kept — before tax.
2020 — its calendar-year return was -29.73% (net of fees, dividends reinvested). Its best year was 2024 (+42.48%).
-63.28%, from a peak on 2018-08-22 to a trough on 2020-03-18. From that trough it took 576 days (about 18.9 months) to climb back to the earlier peak.
Over the last 12 months it distributed 3.94% of its share price (as of 2026-10-02). That is a past distribution, not a promise of future income, and it is already counted in every return figure on this page.
It does not say TORTX is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -63.28% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.