TROCX Mutual Fund

TROCX Mutual Fund

NAV$36.13
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Returns Overview

1 Month
-0.97%
3 Months
-0.46%
6 Months
+14.13%
YTD
+11.66%
1 Year
+18.17%
3 Years (annualized)
+21.30%
5 Years (annualized)
+10.57%
10 Years (annualized)
+11.82%

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
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
MSCI All Country World Ex-USA Index
This Mutual Fund (YTD)
+11.66%
Peer Avg (YTD)
+9.29%
vs Peers
+2.37%

TROCX Mutual Fund Performance

TROCX performance across multiple time periods: 1-month -0.97%, YTD 11.66%, 1-year 18.17%, 3-year 21.30%, 5-year 10.57%, 10-year 11.82%.

TROCX returns outperform the peer average of 9.29% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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