TRRZX Mutual Fund

TRRZX Mutual Fund

NAV$21.30
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Returns Overview

1 Month
+0.15%
3 Months
+12.40%
6 Months
+11.08%
YTD
+10.25%
1 Year
+21.51%
3 Years (annualized)
+16.10%
5 Years (annualized)
+7.95%
10 Years (annualized)
+11.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRRZX 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
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+10.25%
Peer Avg (YTD)
+7.64%
vs Peers
+2.61%

TRRZX Mutual Fund Performance

TRRZX performance across multiple time periods: 1-month 0.15%, YTD 10.25%, 1-year 21.51%, 3-year 16.10%, 5-year 7.95%, 10-year 11.15%.

TRRZX returns outperform the peer average of 7.64% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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