TRQZX Mutual Fund

TRQZX Mutual Fund

NAV$103.48
See how much of TRQZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.89%
3 Months
-3.28%
6 Months
+5.94%
YTD
+1.20%
1 Year
+2.81%
3 Years (annualized)
+8.67%
5 Years (annualized)
+2.78%
10 Years (annualized)
+10.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRQZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Mid Cap Growth Funds Index(^LMCGFI)
This Mutual Fund (YTD)
+1.20%
Peer Avg (YTD)
+6.72%
vs Peers
-5.52%

TRQZX Mutual Fund Performance

TRQZX performance across multiple time periods: 1-month -2.89%, YTD 1.20%, 1-year 2.81%, 3-year 8.67%, 5-year 2.78%, 10-year 10.01%.

TRQZX returns trail the peer average of 6.72% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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