TRZBX Mutual Fund

TRZBX Mutual Fund

NAV$220.47
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Returns Overview

1 Month
-2.31%
3 Months
-1.82%
6 Months
+0.47%
YTD
-0.98%
1 Year
+5.12%
3 Years (annualized)
+20.06%
5 Years (annualized)
+8.90%
10 Years (annualized)
+15.91%

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
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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 Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
-0.98%
Peer Avg (YTD)
+6.23%
vs Peers
-7.22%

TRZBX Mutual Fund Performance

TRZBX performance across multiple time periods: 1-month -2.31%, YTD -0.98%, 1-year 5.12%, 3-year 20.06%, 5-year 8.90%, 10-year 15.91%.

TRZBX returns trail the peer average of 6.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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