TRNZX Mutual Fund

NAV$23.73

Returns Overview

1 Month
+1.93%
3 Months
+14.69%
6 Months
+11.45%
YTD
+9.92%
1 Year
+4.26%
3 Years (annualized)
+9.49%
5 Years (annualized)
+3.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRNZX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI All Country World ex-US Index(M2WDU)
This Mutual Fund (YTD)
+9.92%
Peer Avg (YTD)
+8.97%
vs Peers
+0.95%

TRNZX Mutual Fund Performance

TRNZX performance across multiple time periods: 1-month 1.93%, YTD 9.92%, 1-year 4.26%, 3-year 9.49%, 5-year 3.46%.

TRNZX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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