TRZRX Mutual Fund

TRZRX Mutual Fund

NAV$19.88
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Returns Overview

1 Month
-6.67%
3 Months
+1.78%
6 Months
+1.46%
YTD
+9.70%
1 Year
+16.60%
3 Years (annualized)
+18.22%
5 Years (annualized)
+10.09%
10 Years (annualized)
+8.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZRX 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
MSCI All Country World Index (net div)
This Mutual Fund (YTD)
+9.70%
Peer Avg (YTD)
+6.10%
vs Peers
+3.60%

TRZRX Mutual Fund Performance

TRZRX performance across multiple time periods: 1-month -6.67%, YTD 9.70%, 1-year 16.60%, 3-year 18.22%, 5-year 10.09%, 10-year 8.27%.

TRZRX returns outperform the peer average of 6.10% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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