TRZQX Mutual Fund

TRZQX Mutual Fund

NAV$45.01
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Returns Overview

1 Month
-3.18%
3 Months
+0.97%
6 Months
+14.32%
YTD
+14.40%
1 Year
+20.21%
3 Years (annualized)
+18.41%
5 Years (annualized)
+11.75%
10 Years (annualized)
+11.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZQX 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 Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+14.40%
Peer Avg (YTD)
+10.00%
vs Peers
+4.40%

TRZQX Mutual Fund Performance

TRZQX performance across multiple time periods: 1-month -3.18%, YTD 14.40%, 1-year 20.21%, 3-year 18.41%, 5-year 11.75%, 10-year 11.79%.

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

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