TRZUX Mutual Fund

TRZUX Mutual Fund

NAV$6.45
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Returns Overview

1 Month
+0.80%
3 Months
-2.34%
6 Months
-6.35%
YTD
-2.29%
1 Year
+0.17%
3 Years (annualized)
+0.06%
5 Years (annualized)
-7.27%
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)
-2.29%
Peer Avg (YTD)
+2.15%
vs Peers
-4.45%

TRZUX Mutual Fund Performance

TRZUX performance across multiple time periods: 1-month 0.80%, YTD -2.29%, 1-year 0.17%, 3-year 0.06%, 5-year -7.27%, 10-year -2.14%.

TRZUX returns trail the peer average of 2.15% 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.