TRZQX Mutual Fund

TRZQX Mutual Fund

NAV$45.92
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Returns Overview

1 Month
+3.31%
3 Months
+8.31%
6 Months
+13.87%
YTD
+18.20%
1 Year
+28.84%
3 Years (annualized)
+16.49%
5 Years (annualized)
+12.05%
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)
+18.20%
Peer Avg (YTD)
+11.41%
vs Peers
+6.79%

TRZQX Mutual Fund Performance

TRZQX performance across multiple time periods: 1-month 3.31%, YTD 18.20%, 1-year 28.84%, 3-year 16.49%, 5-year 12.05%, 10-year 11.79%.

TRZQX returns outperform the peer average of 11.41% 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.