TRLZX Mutual Fund

TRLZX Mutual Fund

NAV$6.86
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Returns Overview

1 Month
-2.36%
3 Months
-1.30%
6 Months
-0.24%
YTD
-1.86%
1 Year
-1.95%
3 Years (annualized)
+4.40%
5 Years (annualized)
-2.42%
10 Years (annualized)
-0.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRLZX 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 Global Aggregate ex USD Index(LG38TRUU)
This Mutual Fund (YTD)
-1.86%
Peer Avg (YTD)
-1.59%
vs Peers
-0.28%

TRLZX Mutual Fund Performance

TRLZX performance across multiple time periods: 1-month -2.36%, YTD -1.86%, 1-year -1.95%, 3-year 4.40%, 5-year -2.42%, 10-year -0.04%.

TRLZX returns trail the peer average of -1.59% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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