TRIZX Mutual Fund

TRIZX Mutual Fund

NAV$9.03
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Returns Overview

1 Month
+1.04%
3 Months
+1.52%
6 Months
+4.28%
YTD
+3.24%
1 Year
+5.78%
3 Years (annualized)
+8.08%
5 Years (annualized)
+6.90%
10 Years (annualized)
+5.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRIZX 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
S&P/LSTA Performing Loan Index(^SPLSTAPL)
This Mutual Fund (YTD)
+3.24%
Peer Avg (YTD)
+2.15%
vs Peers
+1.09%

TRIZX Mutual Fund Performance

TRIZX performance across multiple time periods: 1-month 1.04%, YTD 3.24%, 1-year 5.78%, 3-year 8.08%, 5-year 6.90%, 10-year 5.38%.

TRIZX returns outperform the peer average of 2.15% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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