TRZHX Mutual Fund

TRZHX Mutual Fund

NAV$9.95
See how much of TRZHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.60%
3 Months
-3.30%
6 Months
-2.47%
YTD
-2.01%
1 Year
-2.14%
3 Years (annualized)
+2.88%
5 Years (annualized)
-1.43%
10 Years (annualized)
+2.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZHX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.01%
Peer Avg (YTD)
+0.50%
vs Peers
-2.51%

TRZHX Mutual Fund Performance

TRZHX performance across multiple time periods: 1-month -2.60%, YTD -2.01%, 1-year -2.14%, 3-year 2.88%, 5-year -1.43%, 10-year 2.20%.

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

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