TRZQX Mutual Fund

TRZQX Mutual Fund

NAV$46.90
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Returns Overview

1 Month
+4.41%
3 Months
+2.05%
6 Months
+10.53%
YTD
+20.61%
1 Year
+25.94%
3 Years (annualized)
+21.14%
5 Years (annualized)
+11.61%
10 Years (annualized)
+12.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would TRZQX 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
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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 Equity Income Funds Index(^LEQINFI)
This Mutual Fund (YTD)
+20.61%
Peer Avg (YTD)
+14.61%
vs Peers
+6.00%

TRZQX Mutual Fund Performance

TRZQX performance across multiple time periods: 1-month 4.41%, YTD 20.61%, 1-year 25.94%, 3-year 21.14%, 5-year 11.61%, 10-year 12.03%.

TRZQX returns outperform the peer average of 14.61% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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