TRZUX Mutual Fund

TRZUX Mutual Fund

NAV$6.82
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Returns Overview

1 Month
-4.00%
3 Months
-2.48%
6 Months
-3.14%
YTD
-3.07%
1 Year
-0.40%
3 Years (annualized)
-1.12%
5 Years (annualized)
-7.46%
10 Years (annualized)
-2.14%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Long US Treasury Index
This Mutual Fund (YTD)
-3.07%
Peer Avg (YTD)
+0.12%
vs Peers
-3.19%

TRZUX Mutual Fund Performance

TRZUX performance across multiple time periods: 1-month -4.00%, YTD -3.07%, 1-year -0.40%, 3-year -1.12%, 5-year -7.46%, 10-year -2.14%.

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

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