TRMZX Mutual Fund

TRMZX Mutual Fund

NAV$8.48
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Returns Overview

1 Month
+0.12%
3 Months
+1.80%
6 Months
+1.30%
YTD
+1.42%
1 Year
+3.27%
3 Years (annualized)
+5.43%
5 Years (annualized)
+1.55%

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
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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 Hedged Index(^BBGAXUSH)
This Mutual Fund (YTD)
+1.42%
Peer Avg (YTD)
+0.99%
vs Peers
+0.43%

TRMZX Mutual Fund Performance

TRMZX performance across multiple time periods: 1-month 0.12%, YTD 1.42%, 1-year 3.27%, 3-year 5.43%, 5-year 1.55%.

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

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