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Torray Fund (TORYX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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54.62+0.03 (+0.05%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.31%
5-Year Average Return8.59%
Number of Years Up24
Number of Years Down9
Best 1 Yr Total Return (Jul 2, 2024)32.84%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return32.84%
Worst 3-Yr Total Return1.48%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnTORYXCategory
YTD11.19%4.44%
1-Month-0.40%-4.04%
3-Month-1.24%4.09%
1-Year20.62%14.37%
3-Year8.92%6.04%
5-Year8.86%9.20%
10-Year7.57%8.57%
Last Bull Market25.85%22.97%
Last Bear Market-11.84%-11.27%

Annual Total Return (%) History

Year
TORYXCategory
2024
N/AN/A
2023
12.58%11.63%
2022
-0.98%-5.90%
2021
21.39%26.22%
2020
-2.51%2.91%
2019
19.89%25.04%
2018
-10.60%-8.53%
2017
12.07%15.94%
2016
14.29%14.81%
2015
-1.36%-4.05%
2014
12.04%10.21%
2013
32.84%31.21%
2012
8.37%14.57%
2011
6.02%-0.75%
2010
10.89%13.66%
2009
24.80%24.13%
2008
-37.38%-37.09%
2007
-0.80%1.42%
2006
13.74%18.15%
2005
2.08%5.95%
2004
6.90%12.97%
2003
25.19%28.44%
2002
-13.04%-18.69%
2001
-0.52%-4.99%
2000
-3.38%7.87%
1999
24.03%6.72%
1998
8.19%12.00%
1997
37.12%26.61%
1996
29.09%20.08%
1995
50.37%32.39%
1994
2.46%-0.70%
1993
6.37%N/A
1992
21.06%N/A
1991
19.96%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.58%-1.24%N/AN/A
20230.33%3.43%-0.56%9.10%
20222.45%-11.84%-3.55%13.68%
202111.45%4.46%-1.13%5.46%
2020-26.40%11.24%1.54%17.27%
201910.27%4.33%-1.66%5.97%
2018-3.63%0.30%4.07%-11.12%
20174.48%-0.31%2.65%4.82%
20162.31%3.49%3.34%4.46%
2015-1.12%0.47%-7.43%7.26%
20141.95%5.28%0.39%3.98%
201312.51%3.98%5.30%7.83%
20128.48%-3.37%4.38%-0.95%
20115.74%3.93%-12.04%9.67%
20105.81%-9.44%8.90%6.27%
2009-12.03%14.72%15.78%6.81%
2008-10.24%-5.21%-4.05%-23.30%
20071.72%4.12%-2.74%-3.69%
20064.84%-4.17%6.14%6.66%
2005-3.93%0.12%3.39%2.65%
20041.44%1.00%-2.66%7.19%
2003-3.75%16.73%0.81%10.53%
20026.66%-13.53%-13.77%9.35%
2001-3.02%1.81%-13.68%16.72%
2000-1.89%-5.79%7.95%-3.17%
19997.23%12.37%-10.96%15.61%
199812.22%0.99%-21.28%21.27%
1997-2.38%16.06%11.60%8.45%
19965.80%2.45%5.88%12.49%
19958.50%12.03%11.58%10.87%
1994-3.44%3.28%4.48%-1.67%
19932.41%-0.75%1.74%2.87%
19925.24%5.65%0.44%8.40%
199111.46%1.08%2.41%3.96%

Rank In Category (By Total Return)

YTD9
1-Month42
3-Month44
1-Year10
3-Year13
5-Year71

Load Adjusted Returns

1-Year20.62%
3-Year8.92%
5-Year8.86%
10-Year7.57%