TRROX Mutual Fund

TRROX Mutual Fund

NAV$11.96
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Returns Overview

1 Month
+0.67%
3 Months
-0.25%
6 Months
+0.93%
YTD
+3.81%
1 Year
+4.83%
3 Years (annualized)
+10.24%
5 Years (annualized)
+3.62%
10 Years (annualized)
+5.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRROX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2010 Index(^SPTGT10:SP)
This Mutual Fund (YTD)
+3.81%
Peer Avg (YTD)
+14.77%
vs Peers
-10.96%

TRROX Mutual Fund Performance

TRROX performance across multiple time periods: 1-month 0.67%, YTD 3.81%, 1-year 4.83%, 3-year 10.24%, 5-year 3.62%, 10-year 5.76%.

TRROX returns trail the peer average of 14.77% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

TRROX vs another fund shows side-by-side returns. TRROX alternatives are available in the Mutual Fund Screener.