TRZUX Mutual Fund

TRZUX Mutual Fund

NAV$6.82
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.57%
3 Months
+0.44%
6 Months
+0.06%
YTD
+0.62%
1 Year
+2.46%
3 Years (annualized)
-0.62%
5 Years (annualized)
-6.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZUX 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 Long US Treasury Index
This Mutual Fund (YTD)
+0.62%
Peer Avg (YTD)
+3.23%
vs Peers
-2.61%

TRZUX Mutual Fund Performance

TRZUX performance across multiple time periods: 1-month 0.57%, YTD 0.62%, 1-year 2.46%, 3-year -0.62%, 5-year -6.11%.

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

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