TRKZX Mutual Fund

TRKZX Mutual Fund

NAV$5.72
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Returns Overview

1 Month
+0.92%
3 Months
+0.99%
6 Months
+2.51%
YTD
+3.01%
1 Year
+5.65%
3 Years (annualized)
+8.71%
5 Years (annualized)
+4.25%
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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.01%
Peer Avg (YTD)
+2.15%
vs Peers
+0.86%

TRKZX Mutual Fund Performance

TRKZX performance across multiple time periods: 1-month 0.92%, YTD 3.01%, 1-year 5.65%, 3-year 8.71%, 5-year 4.25%, 10-year 5.52%.

TRKZX returns outperform the peer average of 2.15% 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.