TRZAX Mutual Fund

TRZAX Mutual Fund

NAV$57.83
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Returns Overview

1 Month
-3.58%
3 Months
+2.34%
6 Months
+12.71%
YTD
+16.77%
1 Year
+20.03%
3 Years (annualized)
+19.47%
5 Years (annualized)
+10.82%
10 Years (annualized)
+12.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZAX 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
Lipper Large Cap Value Funds Index(^LLCVFI)
This Mutual Fund (YTD)
+16.77%
Peer Avg (YTD)
+10.00%
vs Peers
+6.77%

TRZAX Mutual Fund Performance

TRZAX performance across multiple time periods: 1-month -3.58%, YTD 16.77%, 1-year 20.03%, 3-year 19.47%, 5-year 10.82%, 10-year 12.61%.

TRZAX returns outperform the peer average of 10.00% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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