TTRZX Mutual Fund

TTRZX Mutual Fund

NAV$7.03
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Returns Overview

1 Month
+0.19%
3 Months
+3.77%
6 Months
+2.95%
YTD
+2.65%
1 Year
+8.33%
3 Years (annualized)
+6.95%
5 Years (annualized)
+0.77%
10 Years (annualized)
+0.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TTRZX 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 Barclays Multiverse Index(^LF93TRUU)
This Mutual Fund (YTD)
+2.65%
Peer Avg (YTD)
+0.99%
vs Peers
+1.66%

TTRZX Mutual Fund Performance

TTRZX performance across multiple time periods: 1-month 0.19%, YTD 2.65%, 1-year 8.33%, 3-year 6.95%, 5-year 0.77%, 10-year 0.53%.

TTRZX returns outperform the peer average of 0.99% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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