TRDZX Mutual Fund

TRDZX Mutual Fund

NAV$7.58
See how much of TRDZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.21%
3 Months
+0.83%
6 Months
+4.21%
YTD
+4.05%
1 Year
+3.66%
3 Years (annualized)
+4.85%
5 Years (annualized)
+2.43%
10 Years (annualized)
+2.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRDZX 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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+4.05%
Peer Avg (YTD)
+0.20%
vs Peers
+3.84%

TRDZX Mutual Fund Performance

TRDZX performance across multiple time periods: 1-month -0.21%, YTD 4.05%, 1-year 3.66%, 3-year 4.85%, 5-year 2.43%, 10-year 2.34%.

TRDZX returns outperform the peer average of 0.20% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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