TROZX Mutual Fund

TROZX Mutual Fund

NAV$26.64
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Returns Overview

1 Month
+0.69%
3 Months
+4.89%
6 Months
+3.91%
YTD
+17.10%
1 Year
+28.55%
3 Years (annualized)
+25.20%
5 Years (annualized)
+15.44%

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)
+17.10%
Peer Avg (YTD)
+12.12%
vs Peers
+4.98%

TROZX Mutual Fund Performance

TROZX performance across multiple time periods: 1-month 0.69%, YTD 17.10%, 1-year 28.55%, 3-year 25.20%, 5-year 15.44%.

TROZX returns outperform the peer average of 12.12% 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.