TRZVX Mutual Fund

TRZVX Mutual Fund

NAV$57.49
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Returns Overview

1 Month
-6.83%
3 Months
-9.84%
6 Months
+7.02%
YTD
+10.32%
1 Year
+13.96%
3 Years (annualized)
+16.03%
5 Years (annualized)
+7.08%
10 Years (annualized)
+10.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZVX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Lipper Small-Cap Core Funds Index(^LSCCFI)
This Mutual Fund (YTD)
+10.32%
Peer Avg (YTD)
+10.34%
vs Peers
-0.02%

TRZVX Mutual Fund Performance

TRZVX performance across multiple time periods: 1-month -6.83%, YTD 10.32%, 1-year 13.96%, 3-year 16.03%, 5-year 7.08%, 10-year 10.89%.

TRZVX returns trail the peer average of 10.34% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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