TRZTX Mutual Fund

NAV$4.99

Returns Overview

1 Month
-0.20%
3 Months
-0.31%
6 Months
-0.50%
YTD
-0.30%
1 Year
+2.13%
3 Years (annualized)
+3.58%
5 Years (annualized)
-0.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZTX 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
Bloomberg US 4-10 Year Treasury Bond Index
This Mutual Fund (YTD)
-0.30%
Peer Avg (YTD)
+3.23%
vs Peers
-3.53%

TRZTX Mutual Fund Performance

TRZTX performance across multiple time periods: 1-month -0.20%, YTD -0.30%, 1-year 2.13%, 3-year 3.58%, 5-year -0.49%.

TRZTX returns trail the peer average of 3.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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