TRZBX Mutual Fund

TRZBX Mutual Fund

NAV$228.11
See how much of TRZBX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.16%
3 Months
+3.23%
6 Months
+17.13%
YTD
+4.63%
1 Year
+6.48%
3 Years (annualized)
+23.62%
5 Years (annualized)
+9.82%
10 Years (annualized)
+15.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZBX 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 Large Cap Growth Funds Index(^LLCCGFI)
This Mutual Fund (YTD)
+4.63%
Peer Avg (YTD)
+8.67%
vs Peers
-4.04%

TRZBX Mutual Fund Performance

TRZBX performance across multiple time periods: 1-month 2.16%, YTD 4.63%, 1-year 6.48%, 3-year 23.62%, 5-year 9.82%, 10-year 15.91%.

TRZBX returns trail the peer average of 8.67% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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