TRZBX Mutual Fund

TRZBX Mutual Fund

NAV$227.85
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Returns Overview

1 Month
+3.43%
3 Months
-3.81%
6 Months
+8.64%
YTD
+2.42%
1 Year
+7.96%
3 Years (annualized)
+23.62%
5 Years (annualized)
+9.82%
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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+2.42%
Peer Avg (YTD)
+8.51%
vs Peers
-6.09%

TRZBX Mutual Fund Performance

TRZBX performance across multiple time periods: 1-month 3.43%, YTD 2.42%, 1-year 7.96%, 3-year 23.62%, 5-year 9.82%, 10-year 15.91%.

TRZBX returns trail the peer average of 8.51% 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.