TRZZX Mutual Fund

TRZZX Mutual Fund

NAV$60.92
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Returns Overview

1 Month
-6.50%
3 Months
-11.24%
6 Months
+5.28%
YTD
+6.26%
1 Year
+8.87%
3 Years (annualized)
+13.76%
5 Years (annualized)
+4.74%
10 Years (annualized)
+11.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZZX 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
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📉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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.26%
Peer Avg (YTD)
+10.34%
vs Peers
-4.08%

TRZZX Mutual Fund Performance

TRZZX performance across multiple time periods: 1-month -6.50%, YTD 6.26%, 1-year 8.87%, 3-year 13.76%, 5-year 4.74%, 10-year 11.93%.

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

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