TRZZX Mutual Fund

NAV$67.04

Returns Overview

1 Month
+7.65%
3 Months
+18.61%
6 Months
+20.70%
YTD
+19.72%
1 Year
+31.01%
3 Years (annualized)
+15.86%
5 Years (annualized)
+6.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZZX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+19.72%
Peer Avg (YTD)
+18.52%
vs Peers
+1.20%

TRZZX Mutual Fund Performance

TRZZX performance across multiple time periods: 1-month 7.65%, YTD 19.72%, 1-year 31.01%, 3-year 15.86%, 5-year 6.14%.

TRZZX returns outperform the peer average of 18.52% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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