TRAZX Mutual Fund

TRAZX Mutual Fund

NAV$9.29
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Returns Overview

6 Months
+1.01%
YTD
+0.99%
1 Year
+4.06%
3 Years (annualized)
+7.73%
5 Years (annualized)
+6.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRAZX 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
S&P/LSTA Performing Loan Index(^SPLSTAPL)
This Mutual Fund (YTD)
+0.99%
Peer Avg (YTD)
+0.12%
vs Peers
+0.87%

TRAZX Mutual Fund Performance

TRAZX performance across multiple time periods: YTD 0.99%, 1-year 4.06%, 3-year 7.73%, 5-year 6.13%.

TRAZX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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