TRZKX Mutual Fund

NAV$86.24

Returns Overview

1 Month
-0.79%
3 Months
+10.25%
6 Months
+9.07%
YTD
+8.49%
1 Year
+18.81%
3 Years (annualized)
+15.68%
5 Years (annualized)
+2.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZKX 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
S&P Global ex-US Small Cap Index Net
This Mutual Fund (YTD)
+8.49%
Peer Avg (YTD)
+9.16%
vs Peers
-0.68%

TRZKX Mutual Fund Performance

TRZKX performance across multiple time periods: 1-month -0.79%, YTD 8.49%, 1-year 18.81%, 3-year 15.68%, 5-year 2.86%.

TRZKX returns trail the peer average of 9.16% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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