TRZTX Mutual Fund

TRZTX Mutual Fund

NAV$4.96
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Returns Overview

1 Month
-0.83%
3 Months
-0.74%
6 Months
-0.75%
YTD
-0.80%
1 Year
+2.08%
3 Years (annualized)
+3.52%
5 Years (annualized)
-0.83%
10 Years (annualized)
+0.67%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 4-10 Year Treasury Bond Index
This Mutual Fund (YTD)
-0.80%
Peer Avg (YTD)
+0.12%
vs Peers
-0.92%

TRZTX Mutual Fund Performance

TRZTX performance across multiple time periods: 1-month -0.83%, YTD -0.80%, 1-year 2.08%, 3-year 3.52%, 5-year -0.83%, 10-year 0.67%.

TRZTX returns trail the peer average of 0.12% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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