TRKZX Mutual Fund

TRKZX Mutual Fund

NAV$5.90
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Returns Overview

1 Month
-0.02%
3 Months
+0.52%
6 Months
+1.62%
YTD
+2.08%
1 Year
+5.71%
3 Years (annualized)
+8.53%
5 Years (annualized)
+4.18%
10 Years (annualized)
+5.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRKZX 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
Credit Suisse High Yield Index(DLJHTR)
This Mutual Fund (YTD)
+2.08%
Peer Avg (YTD)
+0.12%
vs Peers
+1.96%

TRKZX Mutual Fund Performance

TRKZX performance across multiple time periods: 1-month -0.02%, YTD 2.08%, 1-year 5.71%, 3-year 8.53%, 5-year 4.18%, 10-year 5.52%.

TRKZX returns outperform the peer average of 0.12% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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