TRZWX Mutual Fund

TRZWX Mutual Fund

NAV$5.06
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Returns Overview

1 Month
+0.36%
3 Months
+1.16%
6 Months
+2.13%
YTD
+2.90%
1 Year
+4.58%
3 Years (annualized)
+5.85%
5 Years (annualized)
+4.11%
10 Years (annualized)
+3.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZWX 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
Bloomberg Short-Term Government/Corporate Index(BBGSTGCI)
This Mutual Fund (YTD)
+2.90%
Peer Avg (YTD)
+2.15%
vs Peers
+0.75%

TRZWX Mutual Fund Performance

TRZWX performance across multiple time periods: 1-month 0.36%, YTD 2.90%, 1-year 4.58%, 3-year 5.85%, 5-year 4.11%, 10-year 3.21%.

TRZWX returns outperform the peer average of 2.15% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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