TRZIX Mutual Fund

TRZIX Mutual Fund

NAV$20.16
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Returns Overview

1 Month
-3.03%
3 Months
+5.02%
6 Months
+12.88%
YTD
+18.90%
1 Year
+34.30%
3 Years (annualized)
+15.18%
5 Years (annualized)
+7.20%
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
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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
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.90%
Peer Avg (YTD)
+15.31%
vs Peers
+3.59%

TRZIX Mutual Fund Performance

TRZIX performance across multiple time periods: 1-month -3.03%, YTD 18.90%, 1-year 34.30%, 3-year 15.18%, 5-year 7.20%, 10-year 10.68%.

TRZIX returns outperform the peer average of 15.31% 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.