TRZLX Mutual Fund

TRZLX Mutual Fund

NAV$50.02
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Returns Overview

1 Month
+2.68%
3 Months
+4.94%
6 Months
+11.07%
YTD
+13.81%
1 Year
+18.93%
3 Years (annualized)
+21.22%
5 Years (annualized)
+12.71%
10 Years (annualized)
+13.94%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Large Cap Core Funds Index(^LLCCFI)
This Mutual Fund (YTD)
+13.81%
Peer Avg (YTD)
+11.21%
vs Peers
+2.60%

TRZLX Mutual Fund Performance

TRZLX performance across multiple time periods: 1-month 2.68%, YTD 13.81%, 1-year 18.93%, 3-year 21.22%, 5-year 12.71%, 10-year 13.94%.

TRZLX returns outperform the peer average of 11.21% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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