TRPZX Mutual Fund

TRPZX Mutual Fund

NAV$4.69
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Returns Overview

1 Month
-0.64%
3 Months
+0.49%
6 Months
+1.34%
YTD
+1.34%
1 Year
+3.17%
3 Years (annualized)
+3.89%
5 Years (annualized)
+1.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRPZX 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 1-5 Year US Treasury Inflation Protected Securities (TIPS) Index(BBGUS1T5YTTI)
This Mutual Fund (YTD)
+1.34%
Peer Avg (YTD)
+3.23%
vs Peers
-1.89%

TRPZX Mutual Fund Performance

TRPZX performance across multiple time periods: 1-month -0.64%, YTD 1.34%, 1-year 3.17%, 3-year 3.89%, 5-year 1.96%.

TRPZX returns trail the peer average of 3.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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