TRZLX Mutual Fund

NAV$49.95
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Returns Overview

1 Month
-0.30%
3 Months
+11.51%
6 Months
+8.55%
YTD
+8.12%
1 Year
+7.58%
3 Years (annualized)
+15.70%
5 Years (annualized)
+10.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZLX 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

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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
Lipper Large Cap Core Funds Index(^LLCCFI)
This Mutual Fund (YTD)
+8.12%
Peer Avg (YTD)
+9.51%
vs Peers
-1.38%

TRZLX Mutual Fund Performance

TRZLX performance across multiple time periods: 1-month -0.30%, YTD 8.12%, 1-year 7.58%, 3-year 15.70%, 5-year 10.33%.

TRZLX returns trail the peer average of 9.51% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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