TRZBX Mutual Fund

NAV$221.97

Returns Overview

1 Month
-4.81%
3 Months
+13.47%
6 Months
+0.90%
YTD
+1.36%
1 Year
+11.56%
3 Years (annualized)
+24.22%
5 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZBX 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

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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 Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+1.36%
Peer Avg (YTD)
+8.97%
vs Peers
-7.62%

TRZBX Mutual Fund Performance

TRZBX performance across multiple time periods: 1-month -4.81%, YTD 1.36%, 1-year 11.56%, 3-year 24.22%, 5-year 11.01%.

TRZBX returns trail the peer average of 8.97% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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