TROZX Mutual Fund

NAV$27.64

Returns Overview

1 Month
+4.78%
3 Months
+8.18%
6 Months
+9.25%
YTD
+15.31%
1 Year
+23.68%
3 Years (annualized)
+22.18%
5 Years (annualized)
+13.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TROZX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE Value Index (Net)
This Mutual Fund (YTD)
+15.31%
Peer Avg (YTD)
+8.71%
vs Peers
+6.60%

TROZX Mutual Fund Performance

TROZX performance across multiple time periods: 1-month 4.78%, YTD 15.31%, 1-year 23.68%, 3-year 22.18%, 5-year 13.89%.

TROZX returns outperform the peer average of 8.71% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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