TRLZX Mutual Fund

TRLZX Mutual Fund

NAV$6.99
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Returns Overview

1 Month
+0.79%
3 Months
-0.44%
6 Months
-1.34%
YTD
+0.21%
1 Year
+2.48%
3 Years (annualized)
+3.52%
5 Years (annualized)
-2.50%
10 Years (annualized)
-0.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRLZX 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 Barclays Global Aggregate ex USD Index(LG38TRUU)
This Mutual Fund (YTD)
+0.21%
Peer Avg (YTD)
+0.25%
vs Peers
-0.04%

TRLZX Mutual Fund Performance

TRLZX performance across multiple time periods: 1-month 0.79%, YTD 0.21%, 1-year 2.48%, 3-year 3.52%, 5-year -2.50%, 10-year -0.04%.

TRLZX returns trail the peer average of 0.25% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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