TROCX Mutual Fund

TROCX Mutual Fund

NAV$36.80
See how much of TROCX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.55%
3 Months
+6.04%
6 Months
+6.19%
YTD
+12.61%
1 Year
+25.03%
3 Years (annualized)
+18.98%
5 Years (annualized)
+10.52%
10 Years (annualized)
+11.71%

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

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)
+12.61%
Peer Avg (YTD)
+9.42%
vs Peers
+3.19%

TROCX Mutual Fund Performance

TROCX performance across multiple time periods: 1-month -1.55%, YTD 12.61%, 1-year 25.03%, 3-year 18.98%, 5-year 10.52%, 10-year 11.71%.

TROCX returns outperform the peer average of 9.42% 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.