TRTZX Mutual Fund

NAV$39.44

Returns Overview

1 Month
+4.72%
3 Months
+16.12%
6 Months
+20.45%
YTD
+19.19%
1 Year
+23.51%
3 Years (annualized)
+13.50%
5 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRTZX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Lipper Mid Cap Value Funds Index(^LMCVFI)
This Mutual Fund (YTD)
+19.19%
Peer Avg (YTD)
+10.82%
vs Peers
+8.37%

TRTZX Mutual Fund Performance

TRTZX performance across multiple time periods: 1-month 4.72%, YTD 19.19%, 1-year 23.51%, 3-year 13.50%, 5-year 10.04%.

TRTZX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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