TRJZX Mutual Fund

NAV$115.49

Returns Overview

1 Month
-2.94%
3 Months
+16.90%
6 Months
+3.92%
YTD
+4.22%
1 Year
+14.41%
3 Years (annualized)
+18.95%
5 Years (annualized)
+6.99%

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
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

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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 500 Index(SPX)
This Mutual Fund (YTD)
+4.22%
Peer Avg (YTD)
+8.97%
vs Peers
-4.76%

TRJZX Mutual Fund Performance

TRJZX performance across multiple time periods: 1-month -2.94%, YTD 4.22%, 1-year 14.41%, 3-year 18.95%, 5-year 6.99%.

TRJZX returns trail the peer average of 8.97% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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