TRTZX Mutual Fund

TRTZX Mutual Fund

NAV$39.27
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Returns Overview

1 Month
+0.23%
3 Months
+7.61%
6 Months
+14.64%
YTD
+20.73%
1 Year
+29.36%
3 Years (annualized)
+16.50%
5 Years (annualized)
+13.25%
10 Years (annualized)
+12.05%

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
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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
Lipper Mid Cap Value Funds Index(^LMCVFI)
This Mutual Fund (YTD)
+20.73%
Peer Avg (YTD)
+9.54%
vs Peers
+11.19%

TRTZX Mutual Fund Performance

TRTZX performance across multiple time periods: 1-month 0.23%, YTD 20.73%, 1-year 29.36%, 3-year 16.50%, 5-year 13.25%, 10-year 12.05%.

TRTZX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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