TRZMX Mutual Fund

NAV$11.29

Returns Overview

1 Month
-1.14%
3 Months
-3.26%
6 Months
-8.80%
YTD
-1.05%
1 Year
+11.40%
3 Years (annualized)
+13.14%
5 Years (annualized)
+9.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZMX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI Arabian Markets & Africa 10/ 40 IMI Net(^MSAM1040)
This Mutual Fund (YTD)
-1.05%
Peer Avg (YTD)
+8.61%
vs Peers
-9.66%

TRZMX Mutual Fund Performance

TRZMX performance across multiple time periods: 1-month -1.14%, YTD -1.05%, 1-year 11.40%, 3-year 13.14%, 5-year 9.69%.

TRZMX returns trail the peer average of 8.61% YTD. With an expense ratio of 1.38%, investors should weigh costs against performance when evaluating this mutual fund.

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