TRZZX Mutual Fund

TRZZX Mutual Fund

NAV$61.06
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Returns Overview

1 Month
+0.75%
3 Months
+2.19%
6 Months
+5.49%
YTD
+13.65%
1 Year
+18.19%
3 Years (annualized)
+13.76%
5 Years (annualized)
+4.74%
10 Years (annualized)
+11.93%

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
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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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+13.65%
Peer Avg (YTD)
+15.20%
vs Peers
-1.55%

TRZZX Mutual Fund Performance

TRZZX performance across multiple time periods: 1-month 0.75%, YTD 13.65%, 1-year 18.19%, 3-year 13.76%, 5-year 4.74%, 10-year 11.93%.

TRZZX returns trail the peer average of 15.20% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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