TRZVX Mutual Fund

TRZVX Mutual Fund

NAV$63.11
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Returns Overview

1 Month
-2.76%
3 Months
+5.33%
6 Months
+13.57%
YTD
+20.03%
1 Year
+32.88%
3 Years (annualized)
+14.35%
5 Years (annualized)
+7.86%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Small-Cap Core Funds Index(^LSCCFI)
This Mutual Fund (YTD)
+20.03%
Peer Avg (YTD)
+15.31%
vs Peers
+4.72%

TRZVX Mutual Fund Performance

TRZVX performance across multiple time periods: 1-month -2.76%, YTD 20.03%, 1-year 32.88%, 3-year 14.35%, 5-year 7.86%, 10-year 10.89%.

TRZVX returns outperform the peer average of 15.31% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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