TRKZX Mutual Fund

NAV$5.89

Returns Overview

1 Month
-0.50%
3 Months
+1.57%
6 Months
+1.49%
YTD
+1.49%
1 Year
+5.77%
3 Years (annualized)
+8.85%
5 Years (annualized)
+4.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRKZX 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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Credit Suisse High Yield Index(DLJHTR)
This Mutual Fund (YTD)
+1.49%
Peer Avg (YTD)
+3.23%
vs Peers
-1.73%

TRKZX Mutual Fund Performance

TRKZX performance across multiple time periods: 1-month -0.50%, YTD 1.49%, 1-year 5.77%, 3-year 8.85%, 5-year 4.17%.

TRKZX returns trail the peer average of 3.23% YTD. investors should weigh costs against performance when evaluating this mutual fund.

TRKZX performance comparison shows side-by-side returns with another fund. TRKZX alternatives are available in the Mutual Fund Screener.