TRZAX Mutual Fund

TRZAX Mutual Fund

NAV$58.68
See how much of TRZAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+4.00%
3 Months
+6.71%
6 Months
+13.71%
YTD
+19.67%
1 Year
+26.87%
3 Years (annualized)
+17.71%
5 Years (annualized)
+11.13%
10 Years (annualized)
+12.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZAX 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
Lipper Large Cap Value Funds Index(^LLCVFI)
This Mutual Fund (YTD)
+19.67%
Peer Avg (YTD)
+11.41%
vs Peers
+8.26%

TRZAX Mutual Fund Performance

TRZAX performance across multiple time periods: 1-month 4.00%, YTD 19.67%, 1-year 26.87%, 3-year 17.71%, 5-year 11.13%, 10-year 12.61%.

TRZAX returns outperform the peer average of 11.41% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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