TRZIX Mutual Fund

TRZIX Mutual Fund

NAV$19.61
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Returns Overview

1 Month
+1.02%
3 Months
+1.62%
6 Months
+13.10%
YTD
+20.12%
1 Year
+26.61%
3 Years (annualized)
+17.54%
5 Years (annualized)
+6.94%
10 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+20.12%
Peer Avg (YTD)
+15.20%
vs Peers
+4.92%

TRZIX Mutual Fund Performance

TRZIX performance across multiple time periods: 1-month 1.02%, YTD 20.12%, 1-year 26.61%, 3-year 17.54%, 5-year 6.94%, 10-year 10.68%.

TRZIX returns outperform the peer average of 15.20% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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