TRZOX Mutual Fund

TRZOX Mutual Fund

NAV$4.55
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Returns Overview

1 Month
-0.72%
3 Months
-0.56%
6 Months
+0.15%
YTD
+0.61%
1 Year
+1.81%
3 Years (annualized)
+5.41%
5 Years (annualized)
+2.65%
10 Years (annualized)
+2.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZOX 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 Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.61%
Peer Avg (YTD)
+0.50%
vs Peers
+0.11%

TRZOX Mutual Fund Performance

TRZOX performance across multiple time periods: 1-month -0.72%, YTD 0.61%, 1-year 1.81%, 3-year 5.41%, 5-year 2.65%, 10-year 2.54%.

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

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