TRZRX Mutual Fund

TRZRX Mutual Fund

NAV$19.36
See how much of TRZRX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.05%
3 Months
-0.15%
6 Months
-3.62%
YTD
+9.64%
1 Year
+17.77%
3 Years (annualized)
+18.57%
5 Years (annualized)
+8.02%
10 Years (annualized)
+8.27%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+9.64%
Peer Avg (YTD)
+6.22%
vs Peers
+3.42%

TRZRX Mutual Fund Performance

TRZRX performance across multiple time periods: 1-month -0.05%, YTD 9.64%, 1-year 17.77%, 3-year 18.57%, 5-year 8.02%, 10-year 8.27%.

TRZRX returns outperform the peer average of 6.22% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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