TROIX Mutual Fund

NAV$18.31

Returns Overview

1 Month
+0.68%
3 Months
+10.74%
6 Months
+10.26%
YTD
+8.85%
1 Year
+23.01%
3 Years (annualized)
+16.23%
5 Years (annualized)
+8.58%
10 Years (annualized)
+9.87%

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

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+8.85%
Peer Avg (YTD)
+9.13%
vs Peers
-0.28%

TROIX Mutual Fund Performance

TROIX performance across multiple time periods: 1-month 0.68%, YTD 8.85%, 1-year 23.01%, 3-year 16.23%, 5-year 8.58%, 10-year 9.87%.

TROIX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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