TRZQX Mutual Fund

TRZQX Mutual Fund

NAV$46.07
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Returns Overview

1 Month
+2.22%
3 Months
+13.22%
6 Months
+14.41%
YTD
+13.30%
1 Year
+23.83%
3 Years (annualized)
+16.83%
5 Years (annualized)
+11.20%

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
PROUpgrade to run
🏦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)
+13.30%
Peer Avg (YTD)
+9.49%
vs Peers
+3.81%

TRZQX Mutual Fund Performance

TRZQX performance across multiple time periods: 1-month 2.22%, YTD 13.30%, 1-year 23.83%, 3-year 16.83%, 5-year 11.20%.

TRZQX returns outperform the peer average of 9.49% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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