TRZQX Mutual Fund

TRZQX Mutual Fund

NAV$44.54
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Returns Overview

1 Month
+0.95%
3 Months
+6.60%
6 Months
+12.07%
YTD
+19.32%
1 Year
+24.71%
3 Years (annualized)
+18.41%
5 Years (annualized)
+11.75%
10 Years (annualized)
+11.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZQX 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 Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+19.32%
Peer Avg (YTD)
+12.44%
vs Peers
+6.88%

TRZQX Mutual Fund Performance

TRZQX performance across multiple time periods: 1-month 0.95%, YTD 19.32%, 1-year 24.71%, 3-year 18.41%, 5-year 11.75%, 10-year 11.79%.

TRZQX returns outperform the peer average of 12.44% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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