TRSZX Mutual Fund

TRSZX Mutual Fund

NAV$24.79
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Returns Overview

1 Month
-4.34%
3 Months
+4.61%
6 Months
+8.98%
YTD
+9.77%
1 Year
+14.39%
3 Years (annualized)
+16.50%
5 Years (annualized)
+6.34%
10 Years (annualized)
+12.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRSZX 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
Russell Select Mid Cap Index
This Mutual Fund (YTD)
+9.77%
Peer Avg (YTD)
+9.54%
vs Peers
+0.23%

TRSZX Mutual Fund Performance

TRSZX performance across multiple time periods: 1-month -4.34%, YTD 9.77%, 1-year 14.39%, 3-year 16.50%, 5-year 6.34%, 10-year 12.59%.

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

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