TRTZX Mutual Fund

TRTZX Mutual Fund

NAV$39.46
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Returns Overview

1 Month
+6.29%
3 Months
-0.15%
6 Months
+7.44%
YTD
+20.54%
1 Year
+23.77%
3 Years (annualized)
+21.77%
5 Years (annualized)
+12.27%
10 Years (annualized)
+12.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRTZX 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
Lipper Mid Cap Value Funds Index(^LMCVFI)
This Mutual Fund (YTD)
+20.54%
Peer Avg (YTD)
+10.76%
vs Peers
+9.78%

TRTZX Mutual Fund Performance

TRTZX performance across multiple time periods: 1-month 6.29%, YTD 20.54%, 1-year 23.77%, 3-year 21.77%, 5-year 12.27%, 10-year 12.19%.

TRTZX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.05%, investors should weigh costs against performance when evaluating this mutual fund.

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