TROZX Mutual Fund

TROZX Mutual Fund

NAV$26.83
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Returns Overview

1 Month
-1.20%
3 Months
-4.19%
6 Months
+3.01%
YTD
+9.80%
1 Year
+18.49%
3 Years (annualized)
+25.68%
5 Years (annualized)
+13.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TROZX 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
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📉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 Value Index (Net)
This Mutual Fund (YTD)
+9.80%
Peer Avg (YTD)
+10.38%
vs Peers
-0.58%

TROZX Mutual Fund Performance

TROZX performance across multiple time periods: 1-month -1.20%, YTD 9.80%, 1-year 18.49%, 3-year 25.68%, 5-year 13.98%.

TROZX returns trail the peer average of 10.38% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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