TRVZX Mutual Fund

TRVZX Mutual Fund

NAV$7.54
See how much of TRVZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.39%
3 Months
-0.56%
6 Months
-1.74%
YTD
-0.01%
1 Year
+2.12%
3 Years (annualized)
+4.36%
5 Years (annualized)
-0.48%
10 Years (annualized)
+1.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRVZX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.01%
Peer Avg (YTD)
+2.15%
vs Peers
-2.16%

TRVZX Mutual Fund Performance

TRVZX performance across multiple time periods: 1-month 0.39%, YTD -0.01%, 1-year 2.12%, 3-year 4.36%, 5-year -0.48%, 10-year 1.32%.

TRVZX returns trail the peer average of 2.15% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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