TRZUX Mutual Fund

TRZUX Mutual Fund

NAV$6.48
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Returns Overview

1 Month
-4.95%
3 Months
-8.02%
6 Months
-7.29%
YTD
-7.12%
1 Year
-7.70%
3 Years (annualized)
+0.06%
5 Years (annualized)
-7.27%
10 Years (annualized)
-2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZUX 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 Long US Treasury Index
This Mutual Fund (YTD)
-7.12%
Peer Avg (YTD)
+0.50%
vs Peers
-7.62%

TRZUX Mutual Fund Performance

TRZUX performance across multiple time periods: 1-month -4.95%, YTD -7.12%, 1-year -7.70%, 3-year 0.06%, 5-year -7.27%, 10-year -2.14%.

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

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