TRSZX Mutual Fund

TRSZX Mutual Fund

NAV$25.59
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Returns Overview

1 Month
+4.75%
3 Months
+17.57%
6 Months
+14.75%
YTD
+13.37%
1 Year
+22.45%
3 Years (annualized)
+20.40%
5 Years (annualized)
+7.31%

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
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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
Russell Select Mid Cap Index
This Mutual Fund (YTD)
+13.37%
Peer Avg (YTD)
+10.82%
vs Peers
+2.55%

TRSZX Mutual Fund Performance

TRSZX performance across multiple time periods: 1-month 4.75%, YTD 13.37%, 1-year 22.45%, 3-year 20.40%, 5-year 7.31%.

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

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