TRTZX Mutual Fund

TRTZX Mutual Fund

NAV$37.53
See how much of TRTZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.38%
3 Months
-5.85%
6 Months
+9.33%
YTD
+12.22%
1 Year
+15.33%
3 Years (annualized)
+17.45%
5 Years (annualized)
+13.12%
10 Years (annualized)
+12.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRTZX 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 Value Funds Index(^LMCVFI)
This Mutual Fund (YTD)
+12.22%
Peer Avg (YTD)
+6.72%
vs Peers
+5.50%

TRTZX Mutual Fund Performance

TRTZX performance across multiple time periods: 1-month -5.38%, YTD 12.22%, 1-year 15.33%, 3-year 17.45%, 5-year 13.12%, 10-year 12.05%.

TRTZX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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