TRZAX Mutual Fund

NAV$58.48
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Returns Overview

1 Month
+2.55%
3 Months
+10.12%
6 Months
+15.07%
YTD
+14.10%
1 Year
+15.73%
3 Years (annualized)
+15.59%
5 Years (annualized)
+9.58%

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
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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

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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 Large Cap Value Funds Index(^LLCVFI)
This Mutual Fund (YTD)
+14.10%
Peer Avg (YTD)
+9.49%
vs Peers
+4.61%

TRZAX Mutual Fund Performance

TRZAX performance across multiple time periods: 1-month 2.55%, YTD 14.10%, 1-year 15.73%, 3-year 15.59%, 5-year 9.58%.

TRZAX returns outperform the peer average of 9.49% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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