TROCX Mutual Fund

NAV$35.64

Returns Overview

1 Month
-1.76%
3 Months
+5.19%
6 Months
+2.83%
YTD
+8.79%
1 Year
+23.73%
3 Years (annualized)
+20.58%
5 Years (annualized)
+11.10%
10 Years (annualized)
+12.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TROCX 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
MSCI All Country World Ex-USA Index
This Mutual Fund (YTD)
+8.79%
Peer Avg (YTD)
+9.13%
vs Peers
-0.34%

TROCX Mutual Fund Performance

TROCX performance across multiple time periods: 1-month -1.76%, YTD 8.79%, 1-year 23.73%, 3-year 20.58%, 5-year 11.10%, 10-year 12.36%.

TROCX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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