TRIZX Mutual Fund

TRIZX Mutual Fund

NAV$9.09
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Returns Overview

1 Month
+0.76%
3 Months
+1.10%
6 Months
+2.32%
YTD
+2.18%
1 Year
+5.29%
3 Years (annualized)
+8.11%
5 Years (annualized)
+6.77%
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)
+2.18%
Peer Avg (YTD)
+0.12%
vs Peers
+2.06%

TRIZX Mutual Fund Performance

TRIZX performance across multiple time periods: 1-month 0.76%, YTD 2.18%, 1-year 5.29%, 3-year 8.11%, 5-year 6.77%, 10-year 5.38%.

TRIZX returns outperform the peer average of 0.12% 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.