TRHZX Mutual Fund

TRHZX Mutual Fund

NAV$195.31
See how much of TRHZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.87%
3 Months
+1.20%
6 Months
+5.44%
YTD
+11.20%
1 Year
+11.78%
3 Years (annualized)
+23.28%
5 Years (annualized)
+11.98%
10 Years (annualized)
+14.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRHZX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.20%
Peer Avg (YTD)
+5.23%
vs Peers
+5.97%

TRHZX Mutual Fund Performance

TRHZX performance across multiple time periods: 1-month -0.87%, YTD 11.20%, 1-year 11.78%, 3-year 23.28%, 5-year 11.98%, 10-year 14.99%.

TRHZX returns outperform the peer average of 5.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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