TRQZX Mutual Fund

TRQZX Mutual Fund

NAV$102.84
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Returns Overview

1 Month
-2.27%
3 Months
+1.43%
6 Months
+2.48%
YTD
+2.25%
1 Year
+5.03%
3 Years (annualized)
+6.87%
5 Years (annualized)
+2.87%
10 Years (annualized)
+10.01%

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
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📉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
Lipper Mid Cap Growth Funds Index(^LMCGFI)
This Mutual Fund (YTD)
+2.25%
Peer Avg (YTD)
+9.54%
vs Peers
-7.28%

TRQZX Mutual Fund Performance

TRQZX performance across multiple time periods: 1-month -2.27%, YTD 2.25%, 1-year 5.03%, 3-year 6.87%, 5-year 2.87%, 10-year 10.01%.

TRQZX returns trail the peer average of 9.54% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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