TRIZX Mutual Fund

NAV$9.08
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Returns Overview

1 Month
-0.88%
3 Months
+1.11%
6 Months
+0.80%
YTD
+0.80%
1 Year
+4.67%
3 Years (annualized)
+8.08%
5 Years (annualized)
+6.51%

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
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📉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

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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
S&P/LSTA Performing Loan Index(^SPLSTAPL)
This Mutual Fund (YTD)
+0.80%
Peer Avg (YTD)
+3.23%
vs Peers
-2.43%

TRIZX Mutual Fund Performance

TRIZX performance across multiple time periods: 1-month -0.88%, YTD 0.80%, 1-year 4.67%, 3-year 8.08%, 5-year 6.51%.

TRIZX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.02%, investors should weigh costs against performance when evaluating this mutual fund.

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