TRDZX Mutual Fund

TRDZX Mutual Fund

NAV$7.56
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Returns Overview

1 Month
+0.45%
3 Months
+2.93%
6 Months
+3.57%
YTD
+4.27%
1 Year
+4.52%
3 Years (annualized)
+4.69%
5 Years (annualized)
+2.54%
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
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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
ICE BofA US 3-Month Treasury Bill Index(^ICEBOFAUS3MTBI)
This Mutual Fund (YTD)
+4.27%
Peer Avg (YTD)
+0.25%
vs Peers
+4.02%

TRDZX Mutual Fund Performance

TRDZX performance across multiple time periods: 1-month 0.45%, YTD 4.27%, 1-year 4.52%, 3-year 4.69%, 5-year 2.54%, 10-year 2.34%.

TRDZX returns outperform the peer average of 0.25% 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.