TRZCX Mutual Fund

TRZCX Mutual Fund

NAV$7.61
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Returns Overview

1 Month
-2.87%
3 Months
-4.63%
6 Months
-3.01%
YTD
-3.50%
1 Year
-2.80%
3 Years (annualized)
+5.84%
5 Years (annualized)
+0.03%
10 Years (annualized)
+2.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZCX 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
Bloomberg US Corporate Investment Grade
This Mutual Fund (YTD)
-3.50%
Peer Avg (YTD)
+0.50%
vs Peers
-4.00%

TRZCX Mutual Fund Performance

TRZCX performance across multiple time periods: 1-month -2.87%, YTD -3.50%, 1-year -2.80%, 3-year 5.84%, 5-year 0.03%, 10-year 2.23%.

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

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