TRZRX Mutual Fund

NAV$20.31

Returns Overview

1 Month
-5.02%
3 Months
-0.31%
6 Months
+8.82%
YTD
+7.78%
1 Year
+29.67%
3 Years (annualized)
+15.09%
5 Years (annualized)
+8.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZRX 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
PROUpgrade to run

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
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+7.78%
Peer Avg (YTD)
+6.73%
vs Peers
+1.05%

TRZRX Mutual Fund Performance

TRZRX performance across multiple time periods: 1-month -5.02%, YTD 7.78%, 1-year 29.67%, 3-year 15.09%, 5-year 8.64%.

TRZRX returns outperform the peer average of 6.73% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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