TROIX Mutual Fund

TROIX Mutual Fund

NAV$17.69
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Returns Overview

1 Month
-3.26%
3 Months
-0.22%
6 Months
+10.49%
YTD
+8.60%
1 Year
+15.93%
3 Years (annualized)
+17.87%
5 Years (annualized)
+8.93%
10 Years (annualized)
+9.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TROIX 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 EAFE Index (Net)
This Mutual Fund (YTD)
+8.60%
Peer Avg (YTD)
+9.29%
vs Peers
-0.69%

TROIX Mutual Fund Performance

TROIX performance across multiple time periods: 1-month -3.26%, YTD 8.60%, 1-year 15.93%, 3-year 17.87%, 5-year 8.93%, 10-year 9.66%.

TROIX returns trail the peer average of 9.29% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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