TRQZX Mutual Fund

TRQZX Mutual Fund

NAV$105.07
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+2.49%
3 Months
+9.52%
6 Months
+5.26%
YTD
+4.63%
1 Year
+1.28%
3 Years (annualized)
+6.54%
5 Years (annualized)
+2.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRQZX 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
Lipper Mid Cap Growth Funds Index(^LMCGFI)
This Mutual Fund (YTD)
+4.63%
Peer Avg (YTD)
+10.82%
vs Peers
-6.19%

TRQZX Mutual Fund Performance

TRQZX performance across multiple time periods: 1-month 2.49%, YTD 4.63%, 1-year 1.28%, 3-year 6.54%, 5-year 2.39%.

TRQZX returns trail the peer average of 10.82% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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