TRJZX Mutual Fund

TRJZX Mutual Fund

NAV$118.07
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Returns Overview

1 Month
+3.35%
3 Months
-3.70%
6 Months
+9.69%
YTD
+3.40%
1 Year
+9.01%
3 Years (annualized)
+18.62%
5 Years (annualized)
+6.49%
10 Years (annualized)
+14.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRJZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+3.40%
Peer Avg (YTD)
+8.51%
vs Peers
-5.10%

TRJZX Mutual Fund Performance

TRJZX performance across multiple time periods: 1-month 3.35%, YTD 3.40%, 1-year 9.01%, 3-year 18.62%, 5-year 6.49%, 10-year 14.59%.

TRJZX returns trail the peer average of 8.51% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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