TRMZX Mutual Fund

TRMZX Mutual Fund

NAV$8.43
See how much of TRMZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.60%
3 Months
-0.43%
6 Months
+0.67%
YTD
+1.10%
1 Year
+0.96%
3 Years (annualized)
+5.51%
5 Years (annualized)
+1.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRMZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate ex USD Hedged Index(^BBGAXUSH)
This Mutual Fund (YTD)
+1.10%
Peer Avg (YTD)
-0.97%
vs Peers
+2.07%

TRMZX Mutual Fund Performance

TRMZX performance across multiple time periods: 1-month 0.60%, YTD 1.10%, 1-year 0.96%, 3-year 5.51%, 5-year 1.56%.

TRMZX returns outperform the peer average of -0.97% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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