TRZOX Mutual Fund

NAV$4.59

Returns Overview

1 Month
-0.22%
3 Months
-0.65%
6 Months
-1.29%
YTD
-1.29%
1 Year
+3.44%
3 Years (annualized)
+5.36%
5 Years (annualized)
+2.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZOX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/Credit Index(^BB3YUSGCI)
This Mutual Fund (YTD)
-1.29%
Peer Avg (YTD)
+3.23%
vs Peers
-4.52%

TRZOX Mutual Fund Performance

TRZOX performance across multiple time periods: 1-month -0.22%, YTD -1.29%, 1-year 3.44%, 3-year 5.36%, 5-year 2.50%.

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

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