TRSZX Mutual Fund

TRSZX Mutual Fund

NAV$24.54
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Returns Overview

1 Month
+3.83%
3 Months
+4.05%
6 Months
+11.21%
YTD
+13.98%
1 Year
+15.35%
3 Years (annualized)
+19.35%
5 Years (annualized)
+6.75%
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
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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)
+13.98%
Peer Avg (YTD)
+9.89%
vs Peers
+4.09%

TRSZX Mutual Fund Performance

TRSZX performance across multiple time periods: 1-month 3.83%, YTD 13.98%, 1-year 15.35%, 3-year 19.35%, 5-year 6.75%, 10-year 12.59%.

TRSZX returns outperform the peer average of 9.89% 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.