TREZX Mutual Fund

NAV$9.83

Returns Overview

1 Month
+0.20%
3 Months
+4.35%
6 Months
+3.60%
YTD
+3.71%
1 Year
+13.20%
3 Years (annualized)
+11.87%
5 Years (annualized)
+3.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TREZX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
J.P. Morgan EMBI Global Diversified Index(^JPMEMBIGDII)
This Mutual Fund (YTD)
+3.71%
Peer Avg (YTD)
+3.07%
vs Peers
+0.64%

TREZX Mutual Fund Performance

TREZX performance across multiple time periods: 1-month 0.20%, YTD 3.71%, 1-year 13.20%, 3-year 11.87%, 5-year 3.66%.

TREZX returns outperform the peer average of 3.07% YTD. investors should weigh costs against performance when evaluating this mutual fund.

TREZX performance comparison shows side-by-side returns with another fund. TREZX alternatives are available in the Mutual Fund Screener.