TRLZX Mutual Fund

TRLZX Mutual Fund

NAV$7.10
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Returns Overview

1 Month
-1.81%
3 Months
+0.72%
6 Months
-1.06%
YTD
-0.92%
1 Year
-1.47%
3 Years (annualized)
+3.66%
5 Years (annualized)
-2.53%

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)
-0.92%
Peer Avg (YTD)
+0.99%
vs Peers
-1.91%

TRLZX Mutual Fund Performance

TRLZX performance across multiple time periods: 1-month -1.81%, YTD -0.92%, 1-year -1.47%, 3-year 3.66%, 5-year -2.53%.

TRLZX returns trail the peer average of 0.99% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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