TRVZX Mutual Fund

TRVZX Mutual Fund

NAV$7.57
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Returns Overview

1 Month
-2.69%
3 Months
-3.49%
6 Months
-2.72%
YTD
-2.70%
1 Year
-1.75%
3 Years (annualized)
+4.36%
5 Years (annualized)
-0.48%
10 Years (annualized)
+1.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRVZX 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
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📉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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.70%
Peer Avg (YTD)
+0.50%
vs Peers
-3.20%

TRVZX Mutual Fund Performance

TRVZX performance across multiple time periods: 1-month -2.69%, YTD -2.70%, 1-year -1.75%, 3-year 4.36%, 5-year -0.48%, 10-year 1.32%.

TRVZX returns trail the peer average of 0.50% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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