TRZFX Mutual Fund

NAV$5.04

Returns Overview

1 Month
-0.20%
3 Months
+3.52%
6 Months
+1.23%
YTD
+1.03%
1 Year
+8.06%
3 Years (annualized)
+7.46%
5 Years (annualized)
+3.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZFX 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
JPMorgan GBI EM Global Diversified Index(^JPGBIEMGDI)
This Mutual Fund (YTD)
+1.03%
Peer Avg (YTD)
+3.07%
vs Peers
-2.04%

TRZFX Mutual Fund Performance

TRZFX performance across multiple time periods: 1-month -0.20%, YTD 1.03%, 1-year 8.06%, 3-year 7.46%, 5-year 3.03%.

TRZFX returns trail the peer average of 3.07% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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